I joined the Modern Wealth Partners team at Lincoln Financial as a Paraplanner for John Findley in May 2019. Upon graduating with a Bachelor of Science degree in Finance from California State University, Long Beach in 2020, I transitioned to being a full-time member of John’s staff. I made my next transition to becoming a financial planner with Modern Wealth Partners at Lincoln Financial Advisors in November 2021, working jointly alongside Chris Zonca, John Findley, and Jeff Chun. Throughout my career at Lincoln Financial Advisors, it has been a huge privilege to work with our planners and their staff who put teamwork first, with a focus on providing 5-star service to our diverse clientele. I don’t take this culture for granted and strongly feel it is not something you find often in other companies or industries. This team stands behind their purpose of serving clients first, last, and always, with close attention paid to details, being responsive, and above all else our focus on keeping our client’s best interests in mind.
I am an east coast transplant from Gaithersburg, Maryland, and have spent most of my life growing up and living in San Ramon. Prior to graduating from CSULB, I graduated from California High School in San Ramon in 2013 and earned my Associate degree in Business Administration from Las Positas College in Livermore in 2017. I have always lived an active lifestyle and love the outdoors. I enjoy high-elevation hikes such as Yosemite and Mt. Whitney, as well as playing volleyball and soccer, mountain biking, and seeing the Giants play in San Francisco.
