I began my career at Hewlett Packard Federal Credit Union in October 1996. I worked in the branch before joining Addison Avenue Investment Services in 2001. One of the most rewarding parts of my job is to hear our client retirees talk about how they are spending their time. Many of them are exploring the world and visiting places they only dreamt about prior to setting up their financial plans. Knowing that our team helped make their dreams possible is exciting and motivates me to continue assisting others. Planning for the future with our clients makes me think about my own future and how I hope to explore more of this world as they have, once I retire.
When I’m not working, I like to fill my time with family activities. I fly drones, mountain bike, travel, and seek out the area’s best ice cream – mango is my favorite. I also enjoy science fiction books and movies, and I am a 49ers fan, so I try to attend as many games as I can.
Qualifications: holds series 7 and 63 securities licenses