I am a Financial Services Professional with GoldBook Financial in San Diego, focused on helping individuals, families, and business owners better understand their financial options and prepare for the future.

I graduated from the University of Colorado Boulder’s Leeds School of Business with a Bachelor of Science in Business Administration with an emphasis in Finance. My education built a strong foundation in investments, financial analysis, corporate finance, and portfolio management, and I am now applying that knowledge in the financial services industry.

I currently hold my California Life, Accident & Health Insurance License and am currently pursuing my Securities Industry Essentials (SIE) exam as I continue to expand my industry knowledge and professional credentials. I’m particularly interested in working with individuals and small business owners to understand their goals, identify financial needs, and develop strategies designed around their unique circumstances.

As I build my career in San Diego, I’m always looking to connect with business owners, professionals, and others in the community. I value building genuine relationships, continuing to learn, and earning trust through a thoughtful and client-focused approach.

CA Insurance License#4580894, Domiciled in CA
I am licensed to sell insurance in: CA
Disclosures and licenses: https://goldbookfinancial.com/licensing/

Education

University of Colorado Boulder – Leeds School of Business, Bachelor of Science in Business Administration, Finance (2026)