About me

I was born and raised in the pacific northwest, and my professional background includes managing operations at a tech firm that focused on supporting small businesses and municipal entities. I enjoy attending live music events, spending time with my dog and outdoor activities like hiking, camping and rafting. I relocated to the San Francisco Bay area in 2024 to be closer to my loved ones, and I transitioned into the world of finance because it's always been my core passion. I was raised in a low-income household, and I learned from a young age the value of saving, planning for retirement, and overall preparation for the future. My dad is a big role model for me, and I've watched him work hard to overcome major obstacles and achieve his life goals. I aspire to help others on the same path to financial freedom! 

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to be involved in an organization that commits to helping the community, both locally and nationally. 

Here are just a couple 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