At Centurion Wealth Management, we strive to inspire confidence, simplify life, and reduce stress. As your trusted advisor, we provide personalized advice to help you achieve your goals and dreams.
I joined Centurion Wealth Management in February 2019. I support our advisors by providing day-to-day management, leadership, and development of our team. I’m also responsible for overseeing effective operating procedures. In my free time, I enjoy spending time with my family, traveling, hosting family gatherings, going to the beach & self-care.
I joined Centurion Wealth Management in December 2017. I support our clients, advisors, and staff through business processing tasks each day. I find fulfillment in helping our clients and teammates prepare for future success. On a personal note, I enjoy going to the beach, hiking, biking, kayaking, and spending time with my family.
I joined Centurion Wealth Management in December 2020. I work diligently behind the scenes to setup our advisors for successful client interactions by gathering & compiling data for financial plans. I also support our clients, advisors, & staff through business processing tasks each day. On a personal note, I enjoy spending time with family & friends, being outdoors, golfing, skiing, & kayaking.
I joined Centurion Wealth Management in October 2020. I support our clients, advisors, and staff through business processing tasks each day. In my spare time, I enjoy sewing, crafting, gardening, & reading.
I joined Centurion Wealth Management in August 2022. Previously, I worked on the FX trade desk at Goldman Sachs & at the Nymex as a market maker for commodities. I’m tasked with all trades within client portfolios and accounts & assist with construction and implementation of portfolios & investment strategy analysis. Additionally, I enjoy exercising, sports, the beach, wineries, breweries & being a dad.
I have been with Centurion Wealth Management since November 2023, & I have had my hands in growing & developing brands & businesses across many industries. My specializations include social media management, graphic & short-form video content creation, & event coordination and execution. Outside of work, I am a mom of 2 kids, I enjoy discovering new food & drink spots & getting outside with my fianc� & our dogs.
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