Client Services Associate
From my first job working in customer service at a health and fitness company to my current work at R|W Investment Management, I've always had the same passion: helping people reach their goals.
I played baseball at the College of Idaho and learned the true value of teamwork on and off the field. I graduated with a bachelor's degree in business administration and management and quickly realized that my strengths lie in building relationships. I assist our investment advisors in creating the best experience for our clients; I'm here to listen and take care of whatever our clients may need or request.
It's work that comes naturally to me because I have always enjoyed helping others. Whether we speak over the phone or meet face-to-face, assisting clients through their financial journeys is the greatest joy of my career. I'm currently working toward the CERTIFIED FINANCIAL PLANNER™ designation so that I can deepen my experience and offer a broader range of services over the years to come.
Both sets of my great-grandparents emigrated from the Basque Country to Idaho in the early 1900s, so I have deep roots in Boise and feel an immense connection to the people who live here. It's a great privilege to have the opportunity to help Idaho families build and protect their wealth.
In my free time, I enjoy spending time with family and fly-fishing in our pristine rivers.
- College of Idaho, Bachelor of Business Administration and Management