Prior to joining Merrill, I was a small business owner for nearly 10 years. Inspired by the 6 knee surgeries I endured from college soccer and the sports arena my parents owned during childhood, I opened the largest athlete training facility in San Diego. These competitive and entrepreneurial experiences eventually motivated me to pursue a wealth management career at Merrill.
I graduated from San Diego State University as a scholar-athlete on the NCAA Division 1 soccer team with a bachelor’s degree in public relations. In addition to being a registered Investment Advisor and having annuity/insurance licenses, I also hold designations as a Chartered Retirement Planning Counselor™ and a Sports & Entertainment Accredited Wealth Management Advisor™ from the College for Financial Planning. As a Merrill Financial Advisor, I aim to optimize my clients’ long-term financial security throughout every life stage and market cycle.
