My passion is to contribute, support, and make a difference in both my career and personal life. Having the opportunity to create and maintain great relationships is one of the many reasons I enjoy working in a client-centric industry. After being self-employed for almost three years working with accounting clients, I have gained a wealth of knowledge and responsibility that pushes me to strive for the best client satisfaction possible.
Through my work with CPAs, I found a love for the finance industry and working with numbers. My career then took me into the world of Retirement Plan Administration where I helped our clients plan for their future which led me to where I am today.
I grew up in California, just outside of San Francisco, and recently relocated to Frisco, TX to be closer to my family. Outside of the office, I enjoy snowboarding, playing with my puppy Bentley and spending time with loved ones. Spontaneous adventures with my friends and family will always be my favorite pastime.