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As the founder of Cascade Financial Group and a personal financial advisor, I wear a number of hats that all involve guiding clients financially and personally. Within my roles, I work with individuals to establish their goals for the future - from buying a home to planning for retirement, we strategize and implement strategies for saving, budgeting, and protecting their assets. Additionally, I meet with clients and finalize real estate closing paperwork, assist with basic estate planning documents, and provide educational articles and resources to help them succeed.
My passion for financial planning stems from empowering individuals to be proactive in their financial success and have perspective and peace of mind. I believe this should not be limited to a small group of people, but to anyone interested in achieving financial security.
A graduate of Oregon State University, I have worked in the financial services industry for over 15 years. I worked as a property and casualty insurance broker in California for 4 years, serving mostly commercial clients, and later started my signing agent business serving lenders and title companies for the past 11 years. I also have experience with assisting clients with completing their estate planning documents such as wills, powers of attorney, and healthcare directives.
In addition to notary services, I’m a licensed life and health/disability agent in 14 states, which allows me to ensure individuals are protected from financial disaster in the event of an untimely death or disability. I am very passionate about continued learning and am currently pursuing graduate studies in personal financial planning.
When I’m not working, I love to travel with my daughter, Angelina, and grandson, Adrian. Some of our favorite destinations include Germany, the Dominican Republic, the Bahamas, Mexico, and Canada. I also enjoy hiking and exploring the very diverse regions of my own backyard in the Pacific Northwest. In the past, I have volunteered as a companion for hospice patients, and look forward to possibly resuming my volunteer work in the future (post-COVID).
As a real estate agent, I assist clients with the process of home buying and selling in addition to promoting properties through advertisements, listings and open houses. My role within Cascade Financial Group allows me to educate clients about the attainability of homeownership and discuss opportunities to reach the goals they have in mind. With a passion for guiding clients through the home buying or selling process, I greatly enjoy expressing the importance of financial management to better suit their needs. I believe in having integrity, clear communication and focusing on my clients’ desires.
Originally from the Bay Area in California, I moved to Oregon over 10 years ago and attended West Salem High School and Oregon State University. I am bilingual in Spanish and English, which allows me to communicate, interact and assist a larger portion of my community. My education and experience are prominent throughout my client work and, like my mother, I’m very passionate about continued learning and education. During my time in school, I was involved in several community clubs that exposed me to various social, economic and cultural issues. I found there was an increased population who felt homeownership was unattainable. From that point on, I felt it was crucial to be in a position to help educate my clients and make their dreams come true.
Outside of work, I spend time with my vibrant 2-year-old son who loves to play basketball, dance, drive his little cars and ATV through our neighborhood. I also love to travel and explore new destinations, cultures, food and activities. Cooking encourages me to incorporate my travel experiences into my dishes and I love sharing recipes with my family.
When you buy or sell your home with me, you will receive the exceptional Home Care Service that can save you up to $10,000 on home repairs, top marketing for selling your home and a complimentary moving truck to make your transition smooth and stress-free. With a passion for serving the Willamette Valley, I am ready to help with your home buying and selling needs!