My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals. I may also work with you as your primary advisor.
If you are a prospective client, I will walk you through who we are, how we work with our clients and how we act on your behalf as financial advisors. When you decide to become a client, I will coordinate that transition. We will review your current financial accounts and create a plan of action to effectively transfer them to our firm’s management. If you are an existing client, we will work together to optimize your financial situation, eliminating or narrowing any gaps we may identify during our professional relationship.
I joined California Capital Management in 2002 and earned my CERTIFIED FINANCIAL PLANNER® designation in 2015. I have worked in the financial advisor industry since college, over the years progressing from being an assistant to a full-fledged financial advisor.
I graduated from Loyola Marymount University in 2000 with a Bachelor of Arts in Business Administration and a minor in History. In my free time, I like to spend as much time outdoors as possible – riding my horse, hiking or skiing. I am also an animal advocate and occasional kitten foster parent for my local animal shelter.