I was born in Hawaii and spent much of my life moving across the U.S. before settling in Arizona in 2014. I graduated from Arizona State University in 2023 with a degree in Financial Planning. My fiancé and I just welcomed our first child into the family.
I have three years of financial services experience and seven years of customer service experience. I plan to use that experience, to provide clients exceptional service to their accounts and be there for them in all stages of life.
Derrick and I use an ensemble approach to financial planning. Working together to meticulously build and monitor clients' comprehensive living financial plan. Our goal is to help clients achieve a work-optional lifestyle.
Outside of work, I love to read, play soccer/basketball, study geopolitics, and most importantly, spend time with my growing family.
