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.

14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BSc (Hons) Equine Science, University of Wales, Aberystwyth

Awards & recognition

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

Previous experience

  • Client Service Coordinator for Dilwen Jenkins Consultancy Limited, 2006-2007
  • Windsor Life Insurance, 2000-2003

Interests

  • I enjoy spending time with my daughter.
  • I love supporting the local Muay Thai community and watching the sport grow in the Bay Area.
  • In my free time I run, watch movies, and spend time with friends.