Throughout the last twenty four years, I have found my passion developing strong relationships with clients and working with their network of trusted advisors in order to meet their various needs at all stages of life; taking into consideration complex financial and emotional issues. The personal interest taken in my clients' goals and visions for the future appointed me to the Herbert J Mueller Society by the Greater Milwaukee Foundation. Currently, I serve on the Board for the Milwaukee Yacht Club, am a member of the Milwaukee Estate Planning Forum, Inc., Hispanic Professionals of Greater Milwaukee, I serve on the Community Advisory Committee for the Waukesha County Community Dental Clinic, the Advisory Committee for the University of Wisconsin- Milwaukee's Women in Leaders Conference , and the Courage to Commit Leadership Council for St. Marcus Lutheran School. Areas of expertise include: Leadership Development, Trust Administration, Estate Settlement, Guardianships, Investment Management, and Public Speaking.