Maryel started working in the financial industry after realizing that she hadn't equipped her homeschooled children to handle finances well enough. They started self-educating themselves as a family by reading books and having financial specialists come in their home. When she was invited by one of the companies to join in their training program with the purpose of becoming an insurance and mutual fund agent, she thought she couldn't lose working with families one-on-one, becoming more knowledgeable and starting a career. After working with that company for 8 years, Maryel decided to move her business to a brokerage firm as to better serve her clients.

In 2008 the market correction had her looking for new ways to diversify her clients' investment portfolios. She found that there were several products in the exempt market that would compliment the funds she was already using which brought her to include these opportunities in 2014. 

When working with clients, Maryel provides a very holistic service. She focuses on positive cash flow, proper protection, debt and tax management, asset accumulation, estate and legacy planning. Her clients appreciate having all components of their finances working together to move forward towards their goals. Clients often comment that they appreciate how approachable she is and her thorough service.

Typically, her day consists of meeting preparation, follow-up, virtual meetings or home visits. Maryel has especially enjoyed sitting down with entire families to strategize and organize their finances for estate preparation. One of her highlights is when clients move from that place of total confusion around investing and money issues to the "ah-ha" moment of understanding and taking charge of their financial future. She finds this moment the most gratifying.

One little known tidbit about Maryel is that she was born and raised in Equador. Her parents were medical missionaries who helped open a hospital in Shell Mera to service the jungle region of the country.