I started my career in financial services as a para-planner with St. James’s Place Wealth Management in London, UK in 2016. After graduating from the University of Arizona, Magna Cum Laude, I took the opportunity to join Lincoln Financial Advisors (LFA) in 2017 through our illustrious advisor in training program and spent months learning the industry and the importance of what proper comprehensive financial planning means. I have since been insatiably driven to pursue the career and build my own practice with integrity and objective advice at its core.
Now several years into the business, I am the youngest partner to join the Modern Wealth Partners firm and the youngest of our partners to earn the CERTIFIED FINANCIAL PLANNER™ professional certification. I have the pleasure and opportunity to work with successful working professionals, business owners, executives, families, and retirees. The largest motivating factor that drives my work is the ability to help anybody that sits down with me to plan, prepare, and prioritize their financial goals. Giving clients the confidence to live their most successful lives through education and objective advice while partnering to implement sound financial strategies is what Modern Wealth Partners and I strive to achieve.
The process of comprehensive financial planning can be emotional and time consuming, but the result is almost always a greater sense of confidence and clarity in your own life. When we take on a new client, our team and I commit to years of Five Star service and advice built through trust, empathy, and sincerity.
Outside of the office I love sports, both playing and watching. I played tennis at the University of Arizona and still compete in several leagues around the Bay Area. I also play golf with friends and family and train in the martial art Muay Thai. My favorite hobby, and where you can find me on most sunny weekends, is sailing on the San Francisco Bay. I grew up sailing with my parents, have always loved the ocean and try to get out as much as possible. I also enjoy traveling the world and experiencing new cultures, food, and breathtaking views.
I hope to help you and your loved one’s experience financial independence as we partner for long term success.