Juliana has been a valued team member with Tristan Bolton since January 2018. She brought her know-how to the firm from her 25-year career in the healthcare industry as a consultant. Prior to her work in healthcare, she worked for the State of New Mexico for 10 years with her last position working as an analyst to the then Governor of New Mexico. Ideal Financial Advisors isn’t her first job in the investment arena, throughout college she worked with an investment advisor, which ignited her interest in the field.
She graduated from the University of New Mexico with an undergraduate degree in Economics and an MBA from Saint Mary’s College. Juliana really enjoys reading, yoga, classical music, and travelling – she’s been to 13 countries and counting.