I am proud to serve as a Paraplanner at Vargas Wealth Management, where I leverage nearly two decades of experience in the financial services industry to guide clients toward their financial goals. Since 2006, I have been dedicated to helping individuals and families build confidence in their financial futures by providing strategic, personalized advice. What drives me most is the opportunity to make a meaningful impact—helping clients navigate financial complexities, make informed decisions, and pursue financial independence. I believe that a well-crafted financial plan is more than just numbers; it’s a roadmap to opportunity and independence.
Throughout my professional journey, I have had the privilege of working with esteemed institutions such as Wells Fargo Advisors and UBS. These experiences have provided me with invaluable knowledge and a deep understanding of the intricacies of the financial world. To ensure that I can provide the highest level of support to our clients, I have obtained multiple securities licenses, including Series 7, 66, 9, 10, and 24 (all held through LPL Financial). Additionally, I hold a Colorado Life Insurance License and have earned the Financial Paraplanner Qualified Professional℠ (FPQP®) designation. These credentials reflect my commitment to continuous learning and staying at the forefront of industry practices. Before embarking on my professional career, I attended the University of Colorado at Boulder.
As a native of Centennial, Colorado, I have a deep appreciation for the beauty of this state. Currently, I reside in Evergreen, Colorado, with my loving husband, Kenneth, our two adventurous sons, Kayden and Kane, and our delightful daughter, Kenzie. In my free time, I find solace and exhilaration in outdoor activities, including snowboarding, playing golf, and playing outside with my kids.