Biography
I began my career in wealth management at Ascent Private Capital Management of U.S. Bank focusing on ultra-high-net-worth clients. As Assistant Vice President and Project Manager, I played a key role in supporting the Family Office Services division, specializing in wealth planning, CFO services, and risk management. I also served on the committee tasked with expanding business succession planning and philanthropy services on a national level.
In August 2022, I transitioned to U.S. Bank Private Wealth Management as a Private Wealth Advisor, where I assisted high-net-worth clients in navigating complex wealth and charitable strategies.
I was born in Lima, Peru, where snow was something, I only saw in movies. Fourteen years ago, driven by a dream to snowboard, I packed my bags and moved to the Colorado mountains. What started as a love for the mountains turned into a journey of growth, purpose, and connection. That one bold step taught me that following your passion can open doors you never imagined—and it’s been an adventure ever since.
Outside of work, I enjoy international travel, sailing, golfing, and snowboarding, while also dedicating time to volunteer efforts that empower individuals and create positive change in my community.
In The Community
- Member of the Leadership Council, Denver Zoo Conservation Alliance
- Member of the Leadership Council, Colorado Ballet
- Volunteer: Junior Achievement, Adelante Mujer, Arrupe Jesuit High School, Latinas First Foundation, and Latin American Educational Foundation.
Education
- Series 66
- Series 7
- Life and Health Insurance
- Metropolitan State University: Bachelor of Science – Finance
- Universidad de Lima: Bachelor of Science – Business Administration
Meet My Team
Juniper Financial Group
- Title
Team Practice
- Location
Greenwood Village, Colorado
- Website
- https://connect.thrivent.com/juniper-financial-group
Chandra Richards
- Title
Office Manager