My role is to strengthen current client relationships while serving as one of the first points of contact for both existing and prospective clients.
I work closely with our financial advisors to understand current and potential client needs, provide customized financial planning solutions and ensure exceptional service for the duration of our professional relationship. My goal is to foster trust and transparency, creating a seamless experience for those I work with.
I joined California Capital Management in 2023. Prior to joining the team, I worked as an account manager at a family-owned residential development company. In that position, I cultivated my ability to handle complex situations, a skill that has proven invaluable in my current role. As one of Cal Cap’s relationship managers, I enjoy problem-solving and collaborating with our clients within the financial planning process.
I graduated from California State University, Northridge with a Bachelor of Science in Business Administration, focusing on financial planning. Outside of work, I enjoy exploring the greater Los Angeles area, discovering new places to eat and spending quality time with my friends—both human and furry.