Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments

Education

  • BA - Business Economics, Political Science - University of California, Irvine - Irvine, CA, 2020

Interests

Traveling and exploring new places and finding new spots to eat

Sightseeing historical locations, museums, and gardens

Going to concerts, comedy shows, and sporting events (baseball, football, water polo) with friends and family

Running, hiking, kayaking, and surfing adventures