Focus

As a financial advisor, I work with a limited number of clients that are willing to take professional advice and are engaged in their own success. What I do for my clients is help them gain clarity and confidence to live by their own design. I aim to accomplish this by building a tailored investment plan designed to meet their needs while reducing risk to the point of success.

Where I specialize is in the area of investment management – which includes portfolio construction, review, and revision. Also, as an Investment Management Analyst® (CIMA) certificate holder, I’m held to high ethical and professional standards. I believe this expertise and accountability leads to better client outcomes.

Mission

My mission is to be your trusted advisor on major financial decisions. By having a financial professional in your life, I hope to help you achieve the lifestyle you desire and handle your accounts with care. Lastly, this practice strives to run on the core values of trust, integrity, and experience.

Background and Experience

Bringing over 8 years of experience, I have helped families construct goals-based investment plans and navigate global financial markets. Those investments have been guided through, expansions, Fed tightening/easing, COVID, inflation, bear markets, and corrections. Beginning my career with Franklin Templeton, I was the advisor to advisors across multiple financial institutions. Prior to Franklin, I graduated with a bachelor’s degree in finance from Bowling Green State University. In addition, I completed an executive education at Yale School of Management.

Away from the office

I spend my weekends hiking, camping, and volunteering for the Special Olympics of Northern California (SONC). My mornings working out at Crunch fitness and reading. Lastly, in the evenings, discovering new restaurants and keeping in touch with friends and family.

CA Insurance # 0M42622