My journey with Lincoln Financial Advisors began in May of 2021, when I joined John Findley’s group as a Financial Professional Trainee. I had graduated Summa Cum Laude from Northern Arizona University with a degree in Finance and certificates from NAU’s W.A. Franke College of Business in Business Economics and Investments. I knew that I wanted to help people plan for their financial futures and Lincoln provided me with the opportunity to make a career out of that goal.
I grew up watching my father work with amazing, hardworking people, and guiding them down the path of financial confidence and growth. He empowered people to take control of their financial futures and I have always known that I wanted to follow the same path with my clients.
As a planner, I have the pleasure of working with incredible people from a variety of age groups and walks of life. I seek out clients who want a lifetime partner in forging and placing the building blocks needed to reach life’s greatest financial milestones. It is my commitment to help guide my clients down the correct path to financial stability and achievement of financial goals. As a part of Modern Wealth Partners, I strive to consistently provide Five Star service through educational, goal-focused, financial planning.
Outside of the office, I am a bit of a thrill-seeker. I enjoy hiking, snowboarding, and driving just about any kind of vehicle I can get behind the wheel of. My first job was at a Go-kart racing facility in the San Francisco Bay Area and I have never lost the love for racing in my off time.