I was born and raised near Camp Pendleton in sunny San Diego, CA. I come from a career military family, with my father being a US Marine and my mother being in the US Army. From a young age, my parents instilled in me the importance of hard work, discipline, and integrity. I also came to understand firsthand the many struggles that families of modest means have in providing for their loved ones, and the difficulty of succeeding without a trusted financial partner in their corner.
I graduated Magna Cum Laude from California State University, Long Beach in 2013 with a degree in behavioral psychology. I then went on to get an additional degree in 2014 in business management. Since then I have worked with both businesses and individuals in order to help them improve their financial infrastructure and condition.
I work closely with our clients in order to aid and support them in achieving their financial goals, including financial independence and happy retirement. In addition, I help clients to attain their specific legacy goals through creative estate planning in order to create or sustain generational wealth. I am here to guide and serve our clients to achieve their dreams and live their most fulfilling lives.