Education, Certifications & Credentials
- B.S. Business Admin, Arizona State University
- M.S. Financial Planning, San Diego State University
- Certified Financial Planner® Professional
Where I live
Santa Barbara
Originally from
Los Angeles, California
Hobbies
Snow skiing and tasting Santa Barbara wines
Pets
A black lab named Addie
Favorite quote
“All the darkness in the world can't put out the light of one small candle.”
Someone I admire
Thomas Tighe, President of Direct Relief who elegantly blends effectiveness with extraordinary humanity.
Something about WCF that makes me proud
Total alignment of interest between client and advisor.