As a financial advisor at Northwestern Mutual, I am committed to helping curious, motivated clients from a range of backgrounds take strides toward their financial goals and dreams.

Growing up in rural California on an almond farm, I never could have anticipated where I would be today, but I always knew I wanted to work in financial services. I witnessed first-hand the financial challenges family-owned businesses can experience when they’re not properly planned for the future. Now, I'm dedicated to ensuring my clients are set up for a secure future with the right planning and investing.

From a young age, I excelled in my math classes and loved working with numbers. In high school, when seniors were asked to defend a position on a topic of our choosing, I selected wealth distribution, finding the debate around how people accumulate and distribute their money fascinating... Maybe I was born to do this?

It wasn’t until college, during my studies in finance and financial management, that I first came across Northwestern Mutual. During my time as an intern, I quickly saw how a career as a financial advisor would allow me the opportunity to apply my love of financial planning while making an important impact in the lives of countless people. I felt I had found my place and was recognized as a top-performing intern.

Now, with years of experience as a full-time financial advisor, I am privileged to continue serving clients in and beyond the Newport Beach area through attentive, compassionate, and detail-oriented financial planning services. Whether they’re starting a family together, transitioning into retirement, or growing a business, my clients know they can count on me to support them with sound financial guidance at every step of their journey.

If you’re interested in learning more about my approach to financial planning, feel free to reach out to me directly to schedule a complimentary, 20-minute introductory call.

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2022
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
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Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Tax-Efficient Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Business Planning

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline