As a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, the value I provide is centered around a deep understanding of my client's individual circumstances and goals. The most rewarding moments in my career are the days that I celebrate milestones with clients. These achievements required hard work, planning, and discipline. It’s a privilege to be a part of these celebrations, and to know that I played a small role in helping my clients achieve their goals. 

I began my career in the wealth management industry in 2011, when I accepted an offer from Merrill Lynch, Pierce, Fenner, and Smith Inc. I obtained my CFP^® certification, graduated from the Practice Management Development Program, and worked diligently to achieve the title of Vice President during my time at Merrill Lynch. In 2022, I joined the Wells Fargo Advisors - Private Client Group as Senior Financial Advisor and Vice President – Investments.

CA Insurance License Number: 4001472. Resident State CA.

I was born in Newport News, VA, raised in Pocatello, ID, and am currently based in Los Angeles, CA. My alma mater is Pepperdine University in Malibu, CA, where I completed a Bachelor of Science degree in Business Administration.