In 2012, I joined the Addison Avenue Investment Services team in Roseville, on the HP campus alongside Financial Advisor, Michael McCreary. As a Client Services Specialist, my general focus is on portfolio asset allocation and performance analysis. Together, Michael and I work hard to create personalized financial plans to help our clients meet their individual timelines and goals. I enjoy researching ways we can find solutions to financial questions. It’s a great feeling to see clients learn about how their money is working for them.
In 2009, I graduated from St Mary’s College of California with a Master of Science Degree, and received the Dean’s Award for Academic Excellence. I reside in Roseville and when I am not at work, I spend a lot of time with my family and our four dogs.
Qualifications: holds series 7, 63 and 66 securities licenses.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.