I went skydiving at the request of a friend… it was a terrifying experience since I’m afraid of heights but overcoming the obstacle of fear was incredibly rewarding.
I am highly involved with clients on a day-to-day basis, ensuring processes are running smoothly and managing all things client service-related.
Prior to joining One Degree Advisors, I was a Trading Specialist at TD Ameritrade for over a decade. I spent the majority of my career in the financial world. I have a unique background in financial planning which brings an advantage to serving clients.
When outside of the office you can find me enjoying all the fun activities in San Diego. I enjoy hiking or going to the beach with my wife, PK, and two boys, Landon and Daniel.
Bucket List: Take the family on a Disney Cruise vacation.
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