Nora contributes almost 20 years of fiduciary expertise to the Avalon team, offering creative, fair and objective solutions to all manner to trust administration matters. She integrates this fiduciary experience with her financial planning skills to help clients clarify their overall wealth goals. Working closely with tax and legal advisors, Nora collaborates to achieve the most suitable and durable plan that aligns with clients’ long-term goals and values. Her breadth of knowledge regarding complex estate planning vehicles makes her an essential resource to clients and staff alike.  

 

Originally from Guatemala, Nora completed her education with a law degree from Universidad Rafael Landivar in Guatemala City.  She later obtained a Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association. Nora is fluent in English and Spanish and is active with Santa Fe Estate Planning Council.