Advisory Services: Associate Advisor
Education, Certifications & Credentials
B.A. Economics with Accounting emphasis, University of California, Santa Barbara
Sports Management Certificate, University of California, Santa Barbara
Technology Entrepreneurship Certificate, University of California, Santa Barbara
Certified Public Accountant
Santa Barbara, California
Running, walking my dog, visiting breweries/wineries, and watching sports.
Border collie mix… Lucy
A great meal
Mexican food and margaritas.
Someone I admire
My parents are my role models. They made so many sacrifices to give my sisters and I memorable childhoods and a good education, and I really respect that.
Something I’m working on
Visiting every Major League Baseball stadium - 10 down, 20 to go!
Something about WCF that makes me proud
WCF is all about helping clients achieve their goals, motivated by client breakthroughs as opposed to profit.