As an Associate Wealth Manager at Touchstone Wealth, I take a holistic approach to financial wellness, considering not just clients' investments, but also their insurance needs, tax situation, and overall financial goals.
I work closely with each client to develop a customized financial strategy that reflects their unique needs and aspirations. I stay up-to-date on the latest industry trends and best practices. I am committed to providing the highest level of service to my clients, and am always available to answer questions and offer guidance.
Whether you are just starting to build your wealth or are looking to protect and grow your existing assets, my team can work with to you achieve your financial goals. Contact me today to schedule a consultation and start planning for your future.
University of California, Davis (2016-2020)
Music, Cooking, Travelling, Golf, Swimming, Football, Basketball, Pickleball, Snowboarding, Movies
Check the background of this investment professional on FINRA's BrokerCheck