What would you like to improve, develop or change about your current financial picture?

That is the first question I ask people.

Why ask that question, well everyone’s goals and priorities in life are different. As a financial advisor it is my job to listen, and then craft strategies to help achieve each result. I love helping people and pride myself on delivering a high-integrity approach to helping everyone understand our industry. It is an honor to work with clients as their personal advisor; Merrill Lynch Wealth Management along with the banking convenience of Bank of America allows for a complete holistic approach that includes, wealth management, investment management, banking services, and more! I am enthusiastic and passionate about my career and what I do, and deliver a consistent risk adjusted approach to build long lasting client relations that often includes multiple family generations.

I was born and raised in San Jose, California, I am an honors graduate from St. Mary’s College with a Bachelor’s degree in business administration concentrating on finance and a minor in economics. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time with organizations within our community, and in my spare time I love being with my dogs, cooking, and enjoying the great outdoors. I joined Merrill in 2019

Overall, I love helping people understand life’s finances. I provide a path of clarity, custom tailored financial and wealth management strategies through a defined process. Let me introduce myself so we can work to helping you achieve your goals.