Although I was born in Hawaii, I moved to Colorado when I was four years old. I love being outdoors and spending a lot of time in the mountains, hiking, and fishing. I’ve been with Addison Avenue for more than a decade and prior to that, I was with T. Rowe Price for 13 ½ years. One of the best parts of my job is when I can show someone how to positively adjust their financial path by making a few changes. Seeing people succeed in their goals is very satisfying.
Qualifications: holds series 6, 7 and 63 securities licenses.