In 2012, I joined the Addison Avenue Investment Services team in Roseville, on the HP campus alongside Financial Advisor, Michael McCreary. As a Financial Assistant, 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.