Originally from Brooklyn, New York, I moved to California after high school, where I spent five years in the health and fitness industry. That experience sparked a lifelong passion for staying active, exploring the outdoors, and helping others improve their lives. During that time, I earned my Bachelor of Arts in Social Science from Chapman University.
I later completed both my MBA and a Master’s degree in International Management, which led me into the financial services industry. Over the past 20+ years, I've had the opportunity to work with respected firms including Franklin Templeton Investments, Ameriprise Financial, and LPL Financial. Throughout my career, I've gained extensive experience in compliance, operations, client service, and practice management.
What I enjoy most is using that experience to guide clients through some of life's most important financial decisions. Whether assisting with complex account needs or helping families navigate sensitive estate planning matters, my goal is to handle the details with care, anticipate needs before they arise, and make the process as smooth and stress-free as possible.
When I'm not working, you'll usually find me spending time with my family and our two dogs or enjoying the outdoors. My hobbies include paddle boarding, hiking, marathon and triathlon racing and finding the next peak to summit. I love challenging myself through endurance sports and am always planning my next adventure!
*Not registered with LPL Financial