As a dedicated financial advisor, my mission is to prioritize my clients’ best interests, a principle deeply rooted in my formal education as a fiduciary. This approach fosters strong relationships built on trust and respect, allowing us to work together to achieve your financial goals and secure your financial freedom.

With a Series 7 license, Series 66 license, Life Insurance license, and AAMS certification, alongside five years of experience at Edward Jones, I bring a wealth of knowledge and expertise to our partnership. My focus is not only on helping you grow and manage your wealth but also on cultivating enduring relationships that prioritize your best interests.

Understanding your risk tolerance is crucial for me as a fiduciary. By aligning your comfort level with risk with the necessary steps to achieve your long-term goals, I ensure that your investment strategy is both balanced and effective. Together, we will assess your current financial situation, resources, and objectives to create a tailored investment portfolio strategy.

Your portfolio will be continuously monitored and adjusted as needed to keep you on track towards your goals. Building lasting relationships with my clients is a cornerstone of my practice, ensuring that I am always available to support and guide you.

Outside of my professional life, I enjoy hiking, traveling, and spending quality time with family and friends. I am also an avid mahjong player, a passionate gardener, and a dedicated Reiki practitioner. These hobbies reflect my commitment to balance and well-being, values that I bring into my work as a financial advisor.