About me
I am passionate about improving people’s lives through financial guidance and leadership.
My career is deeply influenced by my family. As a third-generation San Franciscan, I grew up seeing my parents impacting others—my mom as a real estate agent and my dad as a building inspector and mortgage broker. Both my grandfathers were business owners, instilling in me the values of hard work and legacy-building.
Knowing I wanted to own a business, but unsure of the form it would take, I discovered my path during an internship at a wealth management firm. I realized that financial advising allowed me to positively impact lives, build strong relationships, and utilize my affinity for numbers and financial markets.
After college, I started at a supplement store, guiding serious athletes. When the opportunity at Northwestern Mutual arose, I knew it was my chance to help people achieve their financial goals. Since then, I've been dedicated to my clients and my team, excited about the future and the clients I’ve yet to meet.
If you’re interested in working with me or exploring a career that makes an impact, let’s connect.
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.
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.
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.
