I have been a partner of the Treadwell-Hokokian Group since 2015. As the team's Senior Portfolio Advisor and Certified Plan Fiduciary Advisor® designation holder, my philosophy is to simplify the wealth management and investment process in order to help take the day to day burden off of the minds of our clients. I do this because I believe our greatest asset in life is time, thus providing them an opportunity to earn financial freedom.
I lettered four years as a Division 1 Football Player at San Diego State University, while graduating with honors. As a 7 time Scholar- Athlete Award Recipient, Dean's List Award winner, and Mountain West Conference Champion, I received my degree in Business Administration - Finance. I believe my greatest strength in life my relationships with family and the community. I was born and raised in the Central Valley Fresno, California. I now live in Downtown San Diego and enjoy dedicating my free time to philanthropic causes and traveling to see new cultures.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.