picture of a planner

Here to act in your best interests

About me

I am passionate about building relationships and understanding my clients’ unique goals so that I can guide them throughout their financial journey. It is important to me that each client understands they can leverage my expertise on any topic related to their financial plan. In my spare time I enjoy many hobbies such as basketball, biking, traveling, and spending time with my family.




Bachelor of Science, Finance - Northern Arizona University

Visit one of our Locations

Los Angeles VI - Pasadena

225 South Lake Avenue

Suite 1185

Pasadena, CA 91101

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    IRS rules for caregivers

    How to Customize Your Retirement Plan Using the 4% Rule

    Market Insights – April

    Should you try to hedge against inflation?