Founder and Wealth Manager

• Mar 2020 - Present

Financial Planning, tax planning, and investment management for busy professionals. We partner with folks who are career focused, strategic thinkers who value collaboration and delegation. We believe advice should be clear of conflicts of interests and delivered in a fiduciary manner at all times. This means no commissions, kick-backs, or referral fees. The households we serve look to us as a guide connecting their 'why' (values, goals, beliefs, background) to their 'how' (income, expenses, assets, liabilities). Between the 'why' and 'how' is where REAL financial planning is conducted. We'll guide you and your family through various financial areas such as cash flow management, risk management, investment planning, estate planning, retirement planning, life and career planning, small business planning, and other areas as needed. If we can't solve your problem or assist you, we'll find the right professional to help guide you to success. We look forward to meeting you! Show less

Investment Advisor Representative

• Apr 2016 - Feb 2020

Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice. Show less

Graduate Student

• Jun 2013 - Dec 2016

Financial Analyst

• Apr 2015 - Apr 2016

BWA is a public finance consulting firm with over 50 years of experience providing independent, expert financial advice to public agencies throughout California and the western United States. Our firm was established in 1964 and is owned and managed by its principal consultants. We specialize in three interrelated services: utility rate and fee studies, strategic financial planning, and project financing. BWA is a public finance consulting firm with over 50 years of experience providing independent, expert financial advice to public agencies throughout California and the western United States. Our firm was established in 1964 and is owned and managed by its principal consultants. We specialize in three interrelated services: utility rate and fee studies, strategic financial planning, and project financing.

Associate District Manager

• Jun 2012 - May 2013

Responsible for marketing and selling ADP's small business products by primarily focusing on building/sustaining relationships with ADP's largest revenue channel, the accountant community, to secure new clients. Responsible for marketing and selling ADP's small business products by primarily focusing on building/sustaining relationships with ADP's largest revenue channel, the accountant community, to secure new clients.