HOUSTON-BASED SENIOR ASSOCIATE WITH THE DC ADVISORS SPECIALTY PRACTICE
PREVIOUS POSITION: Houston-based senior account manager with Arthur J. Gallagher & Co.
LOOKING FORWARD TO: I am very passionate about my job. What I want to do is continue helping companies overcome the challenges they face when helping their employees fulfill their retirement goals.
CHALLENGES FACING INDUSTRY: The increasing fiduciary responsibilities required by the government for plan sponsors.
INDUSTRY OUTLOOK: Companies are going to need consultants like us to help guide them through the increase in regulations.
WHAT I WOULD CHANGE: I would have the federal government apply common sense to the myriad of requirements and laws they require businesses to follow. They probably mean to cause no harm for companies, but they cause nightmares for businesses. Sometimes the regulations harm employees.
FIRST INDUSTRY JOB: I was with Morgan Stanley. I thought I wanted to be a stock broker/financial adviser. Cold-calling people at the dinner hour was not my dream job.
WHAT SURPRISED ME: I thought I knew finance; I thought I knew retirement. I knew nothing. Even after 13 years, I am still learning.
ADVICE: Find yourself a good mentor to guide you through what the retirement world is about.
OUTSIDE THE INDUSTRY, A DREAM JOB: I would love to be an archaeologist. Coming from Peru, archaeology was right there in my backyard. People would find 500-year-old money.
HOBBIES: I love to dance — being Latin, of course, that's in our blood — scuba diving, hiking and anything that keeps me active.
BEST CITY: Quebec in Canada. It's the loveliest vacation I ever had with my husband.