Originally from the beautiful state of Maine, and I am grateful my journey lead me here, to America's finest city. After high school, I served 5 years in the United States Military and then moved to San Diego for college. I obtained my bachelor’s degree in economics from the University of ...more

Originally from the beautiful state of Maine, and I am grateful my journey lead me here, to America's finest city. After high school, I served 5 years in the United States Military and then moved to San Diego for college. I obtained my bachelor’s degree in economics from the University of California San Diego, graduating in 2016. As I was getting my degree I worked as a full-time master trainer at a few local gyms. Health has always been a pillar for me as I move through all the ever changing stages of my life. I love my career as a Wealth Advisor and enjoy supporting individuals and businesses with the intention of: - Tax aware investment planning - Retiring planning - Investment Management - Employer 401(k) employee benefits plan with ongoing employee wealth education. - Community Investing Plans. Outside of Octavia, I enjoy numerous outdoor activities including running, swimming, lifting, cold plunging, hiking, golfing, gardening, and always open to trying anything else that includes movement. I am enthusiastic about improving our community through education. I am able to practice this through a morning wealth club that I lead at a local elementary school. My overall intention is to build a heart healthy community through the understanding of the "Economics of Wealth”. Let's connect: https://calendly.com/jaldus/discovery-zoomless