Our Team

My History and Experience

As a teenager growing up in Maryland, my father presented me with a gift – The Stock Market Game by Avalon Hill Game Company.  I learned terms such as, “blue chip stocks”, “bonds” and “bear / bull markets”.  I knew at that moment that I wanted to help people build their long-term wealth and provide guidance and counsel on how to do so.  Today with over 30 years of experience I’ve had the privilege of experiencing many bull markets, a few bear markets and earning client’s trust regardless of market performance.  
I earned a Bachelor of Arts degree from the University of the Pacific, played Division 1 college football and joined Sigma Alpha Epsilon fraternity.  My career began at Merrill Lynch and I later joined Wells Fargo Advisors in 2009.  I have attained the title of Managing Director-Investments and been recognized as part of the Wells Fargo Advisors Platinum Council** from 2011-2025, a distinction held by a select group of financial advisors within Wells Fargo Advisors.

My Passions

My wife, Barbara and I spend our home life between Palm Desert and Rancho Cucamonga.  We have five grown children and three grandchildren. I enjoy exercising including biking, hiking, golfing and long walks with Barbara.



*CA Insurance License #0B48995.  Resident state: California
** The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Background & Experience

My interest in finance and investing began while attaining my Bachelor’s Degree in Business Finance at California State University Fullerton. I gravitated toward retirement and estate planning classes and learning about the strategies available to minimize taxes and maximize generational wealth transfers. After graduating, getting married, living abroad, and starting a family, I began my career with Wells Fargo Advisors. I spent 12 years as a registered client associate, supporting financial advisors with their business and perfecting my customer service and relationship management skills. During this time, I realized that I was passionate about helping people beyond service and administrative tasks. I wanted to be in the position to help clients with long term planning, guiding them through important financial decisions, and helping them pursue and attain their financial goals.

I launched my career as a Financial Advisor by earning a Master’s Degree in Wealth Management from Columbia University. At Columbia, I discovered behavioral finance and how much it can help people to talk about money, not just save it. I determined that my calling is to build deep and meaningful relationships with my clients and to be a part of their lives. My career is dedicated to helping clients with all aspects of their finances, including retirement planning, estate and legacy planning, wealth accumulation, wealth transfer, insurance solutions and business succession.

Away From the Office

While I'm not working, I am spending time with my husband and two children. Our free time is spent watching or attending sporting events, visiting family, gardening, or traveling. My creative outlets include colored pencil drawing, watercolor painting, and gluten free baking. I am a former president of the Women of Wealth Management Club at Columbia University, a current member of the Wells Fargo Volunteer Network, and I enjoy giving my time to my church and local non-profits.


*CA Insurance License #0I38242.  Resident state: California

Background and Experience

I graduated from CSU San Bernardino with honors in 2014 with a Bachelor’s Degree in Accounting and Finance. After college, I began my career at Wells Fargo, where I excelled in relationship management. I attained several investment licenses which allowed me to further help my clients to grow and protect their wealth. I have recently transitioned to Wells Fargo Advisors where I continue to focus on my passion of providing excellent customer service.

Away from work

I’ve been married since 2022 and just last year we started our family by having our first child. Spending time with my family and providing new experiences for them is what drives me.  I’m a fan of the Dodgers, Lakers and Rams and I take any opportunity to travel.


*CA Insurance License #0L84937.  Resident state: California