About Us

I’ve always been drawn to understanding people—their goals, their values, and what truly matters most to them. 

I was born and raised in San Diego, and a big part of who I am today comes from the values I grew up with—faith, family, and being intentional with the life you’re building. As I began navigating my own financial decisions, I realized how overwhelming it can feel without clear guidance or a trusted person to walk alongside you.

That realization is what led me into wealth planning. What started as a desire to better understand finances for myself grew into something much bigger. I found that I genuinely loved helping those around me feel more confident and make decisions that aligned with what mattered most to them—not just financially, but personally as well. 

To me, wealth planning goes far beyond numbers—it’s about understanding your story, your priorities, and empowering you to make decisions with intention and confidence. What I love most about what I do is that it doesn’t feel transactional—it’s deeply relational. 

Outside of work, I value connection and creating meaningful experiences—whether that’s hosting a dinner, sharing a meal, or spending quality time with people I care about. I also enjoy scenic walks and traveling— experiences that keep me grounded and inspired. My faith continues to shape the way I approach my work. I’m actively involved in my church community, where I serve in the children’s ministry, and it’s taught me the importance of stewardship, trust, and caring for people in a meaningful way.