Who I Am

I grew up in Alameda, CA. I graduated from University of Arizona and have my bachelor's degree in Business & Communications. My customer-oriented goals date back to 2007; when I focused on retirement planning, while building wealth for my clients. I made a substantial impact in wealth management services. Abiding by the Fiduciary Standard. I also support my local UCSF Benioff Children's Hospital and numerous local spinal cord injury organizations throughout the Bay Area. When I am are not working, I enjoy spending time with my family and friends at Bay Area sporting events. I look forward to helping you meet your financial needs, while remaining accountable and transparent.