As a senior financial advisor, I’m passionate about making a positive impact in the lives of our clients. Clarifying their goals and values helps to advise in the development and implementation of financial plans, retirement income strategies and customized investment portfolios. In addition to my role as an advisor, I’m also involved in company operations, technology development and practice management. Furthermore, serving as the Chairperson of the NestEgg Investment Committee requires me to monitor investment strategies, maintain portfolio models, and evaluate investment performance and tax efficiency.
Prior to working at NestEgg Advisors, I gained aerospace industry experience including project management, engineering and information technology. While my skills emphasized the importance of critical thinking and attention to detail, I chose to pursue a career in financial planning because I thrive on helping others and building long-term relationships.
I hold the prestigious designation of CERTIFIED FINANCIAL PLANNER™ professional in addition to a Master of Science degree in business administration from San Diego State University. I also hold multiple security licenses including Series 7, 63 and 65.
Outside of work, I enjoy playing golf, bicycling and actively participating in my church.