I am a Financial Advisor and Planner with more than a decade of experience working in wealth management.

My career began when I pursued and attained my bachelor’s degree in Corporate Finance. Initially I desired to work on wall street or in a large investment firm to help build investment portfolios, however I was presented an opportunity to work for a financial planning software company, eMoney Advisor LLC. Taking this opportunity, I was able to work my up and join the financial planning team within my first year of employment where I help advisors across the country better understand how to build comprehensive plans and offer more value to their clients. At eMoney Advisor I also pursued higher education getting a Masters of Science in Financial and Tax Planning as well as becoming a Certified Financial Planner, CFP.

After many years I desired to work directly with client to provide them with advice and help them achieve their goals which led me to join West Coast Wealth Strategies and Insurance Solutions based in San Diego California. I specialized in working with corporate executives with compensation packages that include various types of stock options, deferred compensation, and other benefits. Having a desire to pursue further growth in my career I joined Great Point Capital LLC as I learned more about Alternative Investments and saw the great benefits they could provide clients in diversifying their investment portfolios.