We all need others to get ahead in life, and it is my goal to help others overcome this barrier through holistic planning. My career has been shaped by the strong, hardworking women who came before me. Growing up, I watched my mother carry the responsibility of being our family's sole provider. Despite her dedication and sacrifice, our family was unprepared for many of life's financial challenges. We had little retirement savings, no long-term plan, and few resources when unexpected events occurred. Those experiences taught me that financial planning is about far more than money. It's about creating choices, reducing uncertainty, protecting the people you love, and building a future that aligns with your values. They also inspired me to dedicate my career to helping others gain the clarity and confidence my own family lacked. I didn't enter this profession through a traditional path, and I believe that's one of my greatest strengths. Before becoming a financial advisor, I spent time talking with people about their experiences with financial planning. What I heard repeatedly was that many felt intimidated, overwhelmed, or unsure where to begin. I wanted to create something different: an experience built on trust, education, transparency, and genuine relationships. Today, I work with people who have a lot of moving pieces in their financial lives, from business owners and professionals with equity compensation to growing families and those preparing for retirement. One of my favorite parts of the job is helping clients see how everything fits together. Whether we're discussing benefits, investments, taxes, retirement, or business planning, my focus is on turning complexity into clarity and creating a strategy that supports what's most important to you. I'm California born and raised and currently live in Carlsbad with my partner, stepson, our Great Dane, Tatum, and a boisterous 7-pound cat named Ogre who somehow manages to run the household. Outside of work, you'll usually find me playing beach volleyball, camping in the mountains, reading in a hammock at the park, or heading to the drive-in movies with my family. I love spending time outdoors, connecting with friends and family, and enjoying the simple experiences that make life meaningful. My mission is simple: to help people feel more confident, prepared, and in control of their financial future. If you're looking for a thoughtful partner to help navigate important financial decisions and create a plan that supports the life you want to live, I'd love to connect.
