Advisor profile


Our Mission, Vision and Values

Our mission is to forge lasting relationships, instill more confidence in financial goals, earn trust through personal care and commitment, and create an enjoyable, supportive work environment.

Our vision is to integrate teams, provide client-focused advice, and achieve growth that transcends success. We aspire to be the best workplace, fostering dynamic career paths.

We work hard, act with integrity, build relationships, seek balance, and choose positivity.

2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.A., Economics - University of California - Santa Barbara, Santa Barbara, California - 2021
  • A.S., Business Administration for Transfer - De Anza College, Cupertino, California - 2019

Awards & recognition

  • Raegen, Parker and Associates, Ameriprise Client Experience Award, 2020, 2021, 2023