As a Paraplanner at Sierra Consulting Group, I provide operational and analytical support to our advisory team. My responsibilities include gathering financial data, preparing reports, and assisting with research and financial modeling to support the development of financial plans and client strategies. I help ensure smooth processes by coordinating documentation and delivering insights that help our advisors serve clients effectively.
I bring a strong background in financial management, strategic planning, and business operations. Prior to joining SCG, I co-founded and managed financial operations for a multi-million-dollar startup, where I oversaw budgeting, forecasting, tax compliance, and financial reporting. My experience in investment research, cash flow management, and operational efficiency enhances my ability to support the advisory team with valuable data and analysis.
I earned my Bachelor of Science degree from Brigham Young University, focusing on International Business and Business Management. Fluent in Spanish, I have worked with diverse clients and teams across multiple industries.
Outside of work, I enjoy traveling, reading, fitness, and spending time with my family.
*Not registered with Osic Wealth, Inc.