I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals.
• Develop a financial strategy that can help you achieve these goals.
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame.
• Implement your strategy with products and services that help meet your needs.

Education

Chapman University (2016-2019), Santa Clara Business School (2022-2024)

Hobbies

Soccer, hiking, dogs

Community Involvement

Second Harvest of Silicon Valley