My goal is to ensure every client interaction is seamless, transparent, and professional. I focus on facilitating a positive client experience through education, building relationships and trust. I began my career in public education and non-profit program management before transitioning to financial services four years ago. At Charles Schwab Institutional Group, I worked closely with advisors and compliance teams excelling in client onboarding, account maintenance, and complex service requests.
Originally from the San Francisco Bay Area, I now call San Diego home. I enjoy reading, exploring, and traveling to new destinations. I earned a B.A. in Environmental Studies from UC Santa Cruz with a Minor in General Education. I am currently pursuing my license to become an Investment Advisor Representative to enhance my expertise and better support clients in achieving their long-term goals.