Advisor profile

Values Statement

Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Bachelor of Science, Marketing, California State University, Sacramento, Sacramento, CA

Awards & recognition

  • Avadi Wealth, Forbes Top Wealth Management Teams: Private Wealth, 2026
  • Avadi Wealth, Ameriprise Client Experience Award, 2025

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Avadi Wealth has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

We’re committed to giving back to our community through ongoing partnerships with local charities in Placer County. If you’d like to join us at an upcoming volunteer event, please reach out, we’d love to have you!

Interests

I spend most of my time with friends and family, whether it’s a quiet evening at home or a fun weekend outing. I also enjoy days on the golf course and time in the kitchen trying out new recipes—often sharing those moments with the people I love. Sharing good food and great moments with the people I care about is what makes life truly special. I believe life’s best moments are built on connection, creativity, and the joy of doing what you love with the people who matter most.