I am a California native with a computer science degree and an entrepreneurial background with successful start-ups. During one of my first business ventures, I was able to identify new market needs in the retail industry which helped grow a store into one of the leading distributors of houseware, furniture, and décor in the booming Inland Empire of Southern California. Next, I turned my skills to food and beverage, where I owned and operated a dessert bar concept for individuals looking for a healthier lifestyle. Its success allowed me to franchise the brand and expand it nationally.
I began my financial services career at another noted financial planning firm and was able to leverage my unique prospective to help other people like myself. In January 2021, I joined Live Oak Investment Partners, a firm with standards and principles I felt aligned with my values to better serve my clients. I currently hold the Series 7 and 66 and life and health licenses, as well as the Chartered Retirement Planning Counselor and Accredited Asset Management Specialist designations.
When I’m not in the office, I enjoy spending time with family and friends, hosting dinner parties, and practicing yoga.