Education, Certifications & Credentials
- M.S. Personal Financial Planning, College For Financial Planning
- B.A. Liberal Arts (Concentrations in Business Management and Leadership), Antioch University
- CERTIFIED FINANCIAL PLANNER™ Certificant
Where I live
San Diego
In my free time
I like to be with my family, on the golf course or skiing down a mountain. Also, cooking is most definitely a hobby of mine.
Originally from
Southern California
Hobbies
Being active, spending time with my family, exploring food and wine, skiing, and golfing.
Favorite meal
My favorite thing in the world is to share a meal and good wine with good people.
Pets
I have two French Bulldogs - Barley and Rye.
Something about WCF that makes me proud
The fact that we measure success by the depth of our relationships.