I work with individuals and families to develop thoughtful financial strategies designed to support long-term financial success. My approach focuses on understanding each client’s unique goals, values, and financial circumstances so I can create personalized plans that help them move forward with confidence. With a background in financial planning and wealth management, I have experience helping clients navigate important financial decisions such as retirement planning, investment strategy, tax-efficient planning, and long-term wealth preservation. I earned my MBA in Financial Planning from California Lutheran University, where I developed a strong foundation in financial planning principles and investment strategy.