As a Senior Wealth Advisor for Mission Wealth, I help support my clients through various stages of their life. As their needs evolve, I implement financial plan recommendations and provide outstanding client service. At the end of the day, I act as a resource to educate and empower my clients on ...more

As a Senior Wealth Advisor for Mission Wealth, I help support my clients through various stages of their life. As their needs evolve, I implement financial plan recommendations and provide outstanding client service. At the end of the day, I act as a resource to educate and empower my clients on all areas of personal finance and investing. I genuinely feel that the most meaningful impact you can make on someone’s life is to make sure they are financially secure. I have always been drawn to the mechanics of personal finance. My parents taught me budgeting at a young age by giving me fake checkbooks and having me track my spending in an Excel. From there I took off with the idea of doing this on a larger scale and became the budgeting and financial planning guru for my friends. At that point it became clear that this is where my passion was and I strive to constantly learn and pass on my knowledge. Mission Wealth is a nationally recognized wealth management firm that specializes in guiding clients through major life events. Our clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, health concerns or loss of a loved one. Through our integrated approach, we help people feel more confident in their financial future.less