Advisor profile

Values Statement

Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.

4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Family Finances

Education

  • Bachelor of Science, Finance, CSU Sacramento, Sacramento, CA

Awards & recognition

  • Avadi Wealth, Forbes Best-in-State Wealth Management Teams, 2026
  • Avadi Wealth, Ameriprise Client Experience Award, 2021-2025

Previous experience

  • Client Service Specialist, Ameriprise Financial, Roseville, CA, 2021-2024

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Avadi Wealth has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Interests

Outside of the office I spend most of my time with my friends, family, and pets. I thoroughly enjoy cooking, playing soccer, enjoying the cooler months all around California, and working on cars. One of my favorite fair-weather weekend activities is taking long drives through the Northern California foothills. When it's hot out, I like to stay inside and watch movies or get a cold drink with friends.