Coming from an educational career background of business analytics and programming, Margarita joined Bell Wealth Advisors in 2022 as a Client Associate. She applies her collective knowledge and skills to best serve our clients by always taking the initiative. Margarita finds ways to help resolve each client’s request in a timely and effective manner. Additionally, she takes pride in bolstering our marketing efforts to increase our online presence and create a new avenue of engagement with clients, centers of influence, and community members alike.

Prior to joining the team, Margarita completed her Bachelor of Science at the University of Oregon in Business Administration concentrated in Operations & Business Analytics with a minor in Computer Information Technology, while simultaneously holding full-time, client-facing roles. Margarita spent time as a member of the Oregon Consulting Group as a Management Consultant where she advised city officials and nonprofits within the terms of their contract. She was hired by the University of Oregon Men’s Baseball Team to create a statistical-based analysis tool using R and Power BI to help refine their recruiting process.

When not in the office, you can find Margarita outdoors running, hiking or out on the water. She is a proud multicultural-multilingual professional who enjoys having conversations in Spanish, Mandarin and Arabic. She dives into her Latin culture by attending social dances: bachata in the park or salsa at a winery. As a former Varsity basketball player, she takes her basketball skills with her wherever she goes. Margarita enjoys leading a very active life, “My life isn’t stagnant so why should I be? There is a whole world out there to experience.”