I started on my current path in finance with a full service financial firm, where I partnered with business owners on retirement plans and supported families and individuals in creating a clear, actionable path to achieve their financial goals. I have clients throughout the country and I value and encourage open communication and trust with each relationship.
I started my technical journey with a grant from the National Science Foundation as an optics intern in the Steward Observatory Radio Astronomy Lab. I then became an electronics engineer for space satellites after graduating from the University of Arizona. Through life events and family dynamics, I re-evaluated what I wanted my career to look like and how I wanted to make an impact on the people I work with, and have been helping business owners and families plan their financial futures in the nearly 10 years since. This shift has allowed me to utilize my technical skills while implementing strategies essential for the financial peace of mind for my clients. These are people who have experienced everything from hardships like divorce or the loss of a partner, to those who are finding or have found success in business and they all have something in common; they want to take steps to improve their financial situation and feel confident in their future success.