Juana brings over 25 years of experience in the financial services industry. Guided by sincerity, integrity, and a deep commitment to exceptional, personalized service, she believes a comprehensive planning approach is key to helping clients achieve financial confidence and peace of mind.
Understanding that finances can be stressful and the financial world overwhelming, Juana and her team are passionate about working closely with their client families to educate and coach clients on their path to financial well-being. By gaining a full understanding of her clients’ financial and lifestyle needs, she collaborates with them to create realistic, meaningful plans to achieve, protect, and sustain their goals.
Juana views financial planning as an ongoing, interactive relationship. Through every stage of life, she strives to simplify and enhance her clients’ lives by delivering integrated planning solutions tailored to their evolving needs.
A lifelong learner, Juana is deeply committed to promoting financial literacy and enjoys sharing her knowledge by speaking at a variety of events.
Outside of her professional life, Juana is happily married and a very proud step-mom. She loves the outdoors and spends much of her free time exploring local neighborhoods and hiking trails with Earl Gray the Charcoal Lab. She also enjoys visiting craft fairs with friends, camping (recently upgraded to a camper!), curling, and taking in the sounds of local musicians. At home, her passions include reading, cooking, and paper crafting.