For more than 15 years, I worked in corporate finance at publicly traded and Fortune 500 companies, helping shape more than a quarter billion in outcomes. It amounted to a long seminar in how the wealthiest organizations in the country protect and grow their money.
Now I bring those same boardroom principles to regular people, so they can protect and grow their hard-earned capital the way the wealthiest organizations have done for decades.
My path wasn't the conventional one. I came to the U.S. from Brazil as a teenage exchange student, finished high school in Kansas, and went back to school years later as a single mother of three, graduating at the top of my class with a double degree in finance and accounting. My Catholic faith is the ground I work from.
Today, I work with retired and near-retirement families to reduce their exposure to market risk, fees, and taxes, and to help them keep more of what they've spent a lifetime building.
— My Core Philosophy
I built my practice around plugging what I call the three leaks: risk, fees, and taxes. Left unchecked, these forces quietly drain most people's retirement savings, often without the account holder ever seeing a bill for it. Banks, corporations, and wealthy families have used strategies to plug them for decades. The average saver was never invited into that conversation. My work is to bring those same strategies to the families who built their wealth one paycheck at a time.
A portfolio that drops thirty percent doesn't need thirty percent to recover; it needs significantly more, and the recovery itself can steal years from a financial future. The strategies I work with are anchored in capital preservation, with a floor that prevents the loss from happening in the first place. The point isn't just to make money. It's to keep money consistently compounding without interruption.
A single percentage point, waved off as immaterial, can quietly devour close to a third of a portfolio's growth over thirty years. Those fees never arrive as a separate bill; they compound silently for the life of the account. The strategies I work with don't carry those layers, so the growth that's earned is the growth that's kept.
Tax-deferred is not tax-free. A traditional retirement account postpones the bill; it doesn't remove it, and the rate paid is decided by whatever the tax code looks like at the time. I work with structures where wealth grows tax-free and is designed for tax-free withdrawals, so the future tax rate becomes one less thing to predict.
— Let's Talk
Book a 10-minute call. I'll listen, ask a few questions, and tell you honestly whether what I do is a fit for what you're trying to build.
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