As a financial advisor, I am committed to each of my clients individual life and financial goals. A successful relationship begins with an understanding of what my clients unique needs are, building a plan that helps address each need, and assigning a score to define the probability of potential success to each area of the plan. By striving to reach a high level of success, illustrated by robust financial planning software and asset management under Waddell & Reed, a company with over 80 years of history, I believe my clients can reach a level of financial wellness that is best described as "confident independence".
In an effort to deliver the highest level of client satisfaction I have spent years perfecting my art as a financial planner. I have put in the leg work in both experience and education. I currently hold a bachelors degree in Accounting and am a CERTIFIED FINANCIAL PLANNER™ professional. I am also committed to lifetime learning as I believe this will bring a greater value to my clients.
I was born in Santa Cruz, CA and love to travel. I believe that life experiences make us well rounded and I have had the pleasure of truly seeing the world. An understanding of different cultures and areas of the United States helps me deal with a vast array of people, each with unique personality traits. I believe that relating to people and truly caring about their well being is the single most attribute that sets me apart from my competition. It is my mission to deliver financial independence to my clients.