I help clients make confident financial decisions by providing clear, thoughtful guidance rooted in education, open communication, and a deep understanding of what matters most to them. I have been with Impact Wealth Management since 2021, and I believe that meaningful financial planning starts with truly understanding each individual or family I serve.
I earned my Bachelor of Arts in Political Science from the University of California, Merced. My interest in personal finance and investing led me to transition into the financial services industry, where I now focus on helping clients develop thoughtful, personalized strategies that align with their long-term goals.
I take an educational and collaborative approach to financial planning, making it a priority to ensure clients feel informed and supported every step of the way. Building long-term relationships is important to me, and I strive to be a trusted resource as clients navigate life’s changes, milestones, and evolving financial needs.
Outside of work, I enjoy spending time with friends and family, traveling, trying new restaurants, and attending concerts and cultural events.
- Series 7 and 66 securities registrations
- Life and Health Insurance License CA Insurance License # 0M97631
- Bachelor of Arts in Political Science - University of California, Merced