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 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.
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 2020-2024: 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.
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