As a Financial Advisor with Pelora Advisors, I help individuals and families take control of their financial future through education, planning, protection, and investment strategies. Whether you're just starting or refining an existing plan, I work to simplify the complex and provide clear, personalized guidance tailored to your goals and priorities.
With a background as an analyst at Wells Fargo and degrees in Finance and Supply Chain Management from UNC Wilmington and Universitat de Valencia, I bring both analytical insight and a passion for helping others make informed financial decisions. My approach is rooted in building trust, understanding each client’s unique situation, and creating strategies that support long-term success and confidence.
I believe that financial clarity is empowering. I work with clients to help protect what matters most, build their wealth intentionally, and navigate life’s financial milestones with confidence. The most rewarding part of my work is seeing the real-life impact of a well-built plan; whether it’s helping a family feel more secure or guiding someone toward financial independence.
Based in Charlotte, I am proud to serve my local community and stay close to family. Outside of work, I enjoy golf, fitness, travel, and volunteering with Crisis Dogs NC.