What I enjoy most about my work with clients?
People are my passion and digging deep into the lives of others is my hobby. Working as a wealth advisor has never felt like a job, it fires me up and I am overjoyed with the opportunity to partner with so many wonderful families and individuals.
Having spent time volunteering in Burundi, Uganda, Peru, and Mexico; studying microfinance, race relations, and econometrics in South Africa, eSwatini (formerly Swaziland), Mozambique, and Ghana; and vacationing in Japan, I love stepping into the lives of our international clients and seeing the world from a new perspective day in and day out.
Whether converting currencies, building out plans that serve as financial roadmaps, or nerding out creating spreadsheets, I believe in the work of financial life planning which allows me to present choices that directly translate to our clients living their best life.
How do I spend my time away from Worldview?
Achieving a lifelong dream of living and working in the city of San Francisco, I cannot help but grin exploring every inch of it, discovering new restaurants and venues, and hiking throughout the Bay Area and beyond. I’m currently pursuing my CFP as well as a MS in Financial Planning at Golden Gate University. You can usually find me at a Giants baseball game, developing relationships with friends and organizations over a cup of coffee, or increasing my spice tolerance eating amazing Thai food at Bonnie’s family’s restaurant.