I truly feel that there is nothing more important than being in tune with each client’s unique financial situation and long-term goals. Only when the driving forces behind a client’s actions are fully understood is it possible to act in their best interest throughout every aspect of their wealth ...more

I truly feel that there is nothing more important than being in tune with each client’s unique financial situation and long-term goals. Only when the driving forces behind a client’s actions are fully understood is it possible to act in their best interest throughout every aspect of their wealth management plan. My role as a Client Advisor for Mission Wealth allows me to become familiar with each client’s specific financial and life goals and then deliver customized financial planning, risk management and tax planning solutions to assist in their goal achievement. I began my career in finance as an intern at Merrill Lynch. Shortly after finishing my graduate studies I joined Mission Wealth in 2012. 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. I was born in Sydney, Australia before relocating to Orange County, CA where I spent the majority of my childhood. I currently live in Marina del Rey in the Los Angeles area. I was an ocean lifeguard for many years and continue to enjoy spending time at the beach. I am committed to maintaining an active lifestyle.less