Athena brings a unique blend of passion, precision, and purpose to financial guidance. With roots in science and a heart for service, she helps individuals, families, and business owners make smart, values-driven decisions around wealth building, retirement income, and estate planning.
Her focus spans the technology, medical/dental, and drone aviation industries, where she tailors strategies that keep pace with innovation while staying grounded in long-term security and family legacy.
Before transitioning into financial services, Athena was by trade a bioanalytical physicist and professor, holding a Ph.D. in Polymer Chemistry, an MMed in Pathology & Immunology, and undergraduate degrees in Medicinal Chemistry and Neuroanatomy, which empowers her critical thinking, strategic planning, and clear communication.
She leads SierraEdge Strategic Wealth and Insurance Solutions* with a commitment to transparency, trust, and personalized care. Athena holds the WMCP®, CLTC® and FSCPTM designations and is a proud qualifying member** of the Million Dollar Round Table (MDRT®), a global standard of excellence in financial services. She also serves as a MDRT mentor and community leader supporting financial professionals across the U.S. and Canada.
Athena believes true success means serving both clients and the community. Through her work with the local Chamber of Commerce, she helps strengthen businesses and build lasting connections. She also leads workshops for families and seniors, giving them the tools to make confident financial decisions. Her mission is simple: empower people, protect what matters most, and help the community thrive.
Outside the office, Athena finds balance in nature. She enjoys kayaking, hiking, and nurturing her greenhouse—believing that, like financial planning, growth is intentional and best nurtured with care.
* SierraEdge Strategic Wealth and Insurance Solutions does not provide tax, legal or accounting advice. Please consult your tax, legal, or accounting professionals before making any decisions.
** MDRT 2020-2025: The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
I recently had the privilege of joining Jon Robert Quinn on his show to share my story, what drives me, and how I help clients at SierraEdge Wealth Strategies and Insurance Solutions build stronger financial futures.
This interview was a chance to pull back the curtain—not just on my practice, but also on the “why” behind the work I do. We talked about my journey, my passion for helping families and business owners, and the strategies I lean on to bring clarity and confidence to financial planning.
🎧 Take a listen to get to know me a little better—and maybe pick up some insights for your own financial journey: https://rb.gy/kr2zn1
Thank you, Jon, for the great conversation and for letting me share what matters most in this business: people, purpose, and planning for what’s ahead.
SMRU8437285.1 (EXP10/07/2028)