I am a financial planner with Modern Wealth Partners with experience in multiple aspects of financial planning. This includes wealth management, retirement income strategies, risk management and estate planning strategies. I have over ten years of experience working with a knowledgeable group of other professionals and work with an experienced support team. I am able to bring a wealth of practical information to helping individuals, families and small businesses through the complex issues surrounding their unique positions and goals.
I began my career in financial planning as a marketing assistant making outbound calls to schedule client meetings. This position also included creating the material necessary for client reviews. I continued my path with Lincoln by becoming a paraplanner working with over 30 financial professionals throughout northern California. This provided me the opportunity to analyze investment portfolios, create financial models and gave me valuable experience familiar with the various tools advisors have at their disposal. Armed with the knowledge and additional experience I gained working with advisors at Lincoln, I am able to better help my Modern Wealth Partners clients and gain greater confidence and success in achieving their goals.
I know the value of having a financial plan and thrive on working with clients to help create, assess, protect and follow their financial goals and life’s dreams. I partner closely with my clients as well as their accountants and estate planning attorneys in order to help them implement and follow the plans. Once established I help my clients keep on track by following and adjusting the plan through regular reviews.
I was born and raised in the Bay Area. I was raised in Berkeley, CA which introduced me to a myriad of people, cultures and foods from a young age. I still enjoy exploring the everchanging aspects of Berkeley and Oakland by finding new restaurants and music venues or hikes with beautiful vistas. I am an avid traveler who has visited five continents and hope to get to all seven. I enjoy maintaining a healthy lifestyle and believe that pursuing physical, mental and spiritual growth is a constant goal in life that we all have the opportunity to engage in.
I attended St. Mary’s College of California where I graduated Magna Cum Laude with a bachelor’s degree in business and economics with an emphasis in Finance. I hold my life and health, series 66, series 7 licenses and am a Chartered Retirement Plans Counselor (CRPC) designee and am studying to become a Certified Financial Planner (CFP®) designee.