It all started when I was five years old and my mom bought me my first Uncle Wiggly board game. Ever since then, I pictured the game bord in my head anytime I thought of numbers. At six years old, I opened up my very first savings account. I began saving $1 per week and watched my money grow in my passbook. At twelve years old, I thrived in my first job as a paperboy, which taught me so much about life, money, and success. Finances has always been a passion of mine, starting from early childhood.

I received my MBA from Santa Clara University and embarked on a successful career in tech sales prior to making my hobby and passion my day-to-day job. Before starting my own firm, I established my career at Edward Jones, where I quickly became one of the top financial advisors in the Bay Area and California.

Whether you’re planning for retirement, buying your first home, saving for a college education, trying to determine the best tax strategies, or setting up an estate plan for your family, we will work together to develop a plan to help you achieve your goals.