My journey has been shaped by both personal challenges and professional exploration. It began at Wells Fargo, where I established a strong foundation in financial advisory. My interest in investing then led me to the intertwined worlds of technology and finance, culminating in my role as a software developer and equity research analyst at a startup quantitative hedge fund. Further refining my skills, I deepened my expertise in equity research at Canalyst (acquired by Tegus).

I bring a unique perspective shaped by life’s critical moments, including divorce, a family health crisis, and early parental loss. These experiences have ingrained in me profound empathy. As a "transition specialist," I guide clients through life's significant shifts, from career changes to complex family dynamics and unexpected life events.

My approach intertwines the precision of equity research with the personal touch of financial planning. This unique perspective ensures that your financial plans are not only robust but also flexible to adapt to life’s evolving scenarios. Whether it's dealing with the financial implications of a terminal illness, estate planning, or navigating end-of-life care, I offer compassionate, transparent, and personalized guidance.

In partnership with Charles Schwab, we provide a secure, advanced investment platform. Schwab's security guarantee ensures the utmost protection of your assets and information, reflecting our commitment to you.

As your financial adviser, my aim is to be more than just a consultant; I strive to be a trusted advocate, guiding you through the financial aspects of life’s transitions with confidence and clarity.