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My Philosophy

My years of experience have shown me the importance of working at a firm like GBB whom is truly client obsessed. To my role, I bring a passion for helping to educate clients toward the best options for their situation. I believe that investment professionals can play a vital role in their client's lives at many stages—from wealth accumulation to retirement planning to estate planning—and I look forward to continuing to build my skills to become a valuable advisor.

My Interests

  • Traveling with my soon-to-be husband David
  • Enjoying outdoor activities with our dog Crosby
  • Running Half Marathons throughout Northern California
  • Watching sports (Giants, Warriors, Niners)

My Qualifications

  • Bachelor of Sciences in Business Administration with a minor in Economics, University of Redlands (2012)

My Experience

  • 2019- Present Genovese Burford & Brothers- Advisor Support Associate
  • 2017-2019 Empyrion Wealth Management- Portfolio Technical Specialist
  • 2013- 2017 Fidelity Investments- Financial Representative
Check the background of this firm/advisor on FINRA’s BrokerCheck.