I believe in providing quality financial planning and education for clients in all aspects of life. Whether someone is just starting out with their first career or enjoying the fruits of years of hard work, my focus is to help clients make sense of all their different options by educating them on how they can benefit from taking action.
I help clients understand their entire financial picture, incorporating the key pieces of a sound financial plan:
- Budgeting & Cash Flow
- Investments
- Risk Management
- Estate Distribution
- Financial Independence
I am dedicated to helping clients create a custom plan tailored to meeting their personal goals and objectives. In line with this dedication I work to complement and coordinate with the services of the clients’ other advisors and make sure that all of the to do's are completed.
I graduated from Saint Mary’s College of California with a Bachelor of Science in Accounting, and minor in Business Administration. I am an avid runner, and enjoy competing and following my alma mater, the Saint Mary’s Cross Country and Track teams as they compete around the country.