I’m in a mission to educate and expand financial literacy by leading a team of Prosperity Leaders from my own Agency in Wall Street. I am also the Business Committee Director of the Ecuadorian American Chamber of Commerce, and a proud mother, sister, and wife.
Since a young age I daydreamed of one day working in Wall Street. In 2008, I started a career opportunity where I reached the most desired titled of Vice President leading over 40 Insurance Agents and Investment Representatives. I also became a public speaker and had talked to crowds of over 5,000+.
I believe on the value of hard working and have been constantly recognized and awarded for my performance including being a National #1 Life Insurance Producer.
Working hard is great, but it’s greater when you do it with Purpose. Therefore, in 2015 I made the decision to become an Independent Financial Professional and build my Own Agency in Wall Street with a purpose of providing Financial Education to every person.
Looking back on my life I found values, discipline, and tenacity that took me from being a little girl from a small village of the Ecuador, to become a successful Business Woman and Entrepreneur. I also made my dream come true, not of working but owning my business in Wall Street.
The most important part of preparing for the future is protecting it. As an independent agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As an independent agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first – or fifth – child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and decide which one is right for you.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.