Although I have been in the financial services industry for more than 25 years, I have worked for Addison Avenue Investment Services since 2008. I am proud to be a part of the team here in Palo Alto. We work hard for our clients by creating financial plans that will help meet their timelines and objectives. I love learning about our clients’ lives. It’s a great feeling to see them accomplish their goals.
Outside the office, I enjoy watching sports, playing golf, and volunteering in our community. I spend a lot of time with my family and we enjoy traveling together. Our favorite place is Italy, and next, we plan on going to Northern Europe.
Qualifications: holds series 7 and 66 securities licenses