I love working with an experienced team that values the clients. Each member comes from a different professional background and provides a different perspective when tackling the variety of issues our clients face.

I have always had a passion to learn and help others. These traits along with my years of experience in the financial services industry have provided me with the knowledge to help my clients handle potentially stressful situations.

Most of my free time revolves around family, friends, and sports. If it's the weekend, you can usually find me playing a round of 18 or hiking in the hills.

-California State University

-East Bay, B.S. Business Administration, Dual Concentration in Finance and Operations & Enterprise Resource Management

-CERTIFIED FINANCIAL PLANNER™ (CFP®)

-Chartered Retirement Plans Specialist, (CRPS®)