As an Advisor Assistant at Calibrate Wealth Advisors, I primarily handle client administrative assistance, meeting preparation, scheduling, and office management. Prior to joining Calibrate, I worked at State Farm Insurance, where I gained valuable insights into the importance of planning for the future. What I enjoy most about my job is hearing our clients' life stories and interacting with them. I believe that the greatest value I can provide for our clients is making the entire process as easy and seamless as possible.
My motivation comes from the opportunity to help people. Working in insurance at State Farm opened my eyes to how much people need assistance in planning for their futures. Life insurance was just the tip of the iceberg; transitioning into finance has shown me all the ways advisors can help people strive to create generational wealth for their children and grandchildren.
As a native of Honduras, I was adopted and have been incredibly fortunate to have amazing parents who have provided me with endless emotional support, love, and financial stability. I currently live in Portland, Oregon, with my Husband, Michael, and my stepson, Mason. Outside of the office, I have participated in the Rose City Women's Junior League, where I enjoy connecting with like-minded women in my area. In my free time, I love camping and roasting marshmallows, activities that allow me to unwind and enjoy the simple pleasures of life.