Here to act in your best interests
I started in the financial services industry during a time that was both challenging and always changing, and that has shaped my approach to helping clients navigate the ups and downs in their own financial lives. The experience of being part of the operations and client service team at the beginning of my career has given me the insight to expertly address client needs and concerns on a personal level. I’m passionate about helping my clients achieve their financial goals, delivering personalized advice in the areas of investments, retirement planning and estate planning.
Bachelor of Arts, English - Johns Hopkins University
Visit one of our Locations
Los Angeles I - Seal Beach
3020 Old Ranch Parkway
Seal Beach, CA 90740