605 East Huntington Drive
Our team develops unique financial plans that employ investment vehicles and risk management tools designed to help our clients achieve and protect their most important goals.
Wealth Manager | Investment Adviser Representative
Hi everyone! I'm a Wealth Manager & Investment Adviser Representative with Cetera Investors. I graduated from UC Davis with a degree in Economics and a minor in Sociology, both of which I put to use every day while working on financial plans for a diverse group of clients. The most fulfilling part about being an adviser is helping clients be more present while they make memories with their family, enjoy their hobbies, and travel the world knowing that they have a financial plan hard at work behind the scenes. I live in beautiful Pasadena, CA and, after a long year of teaching yoga virtually, am back in the studio teaching Power Vinyasa at CorePower Yoga!
Financial Advisor, Investment Adviser Representative
Hi everyone, I'm a Financial Adviser with Cetera Investors. I graduated from the University of Puget Sound, with degrees in both Business and Economics, and a minor in Math. I played infield for the university's NCAA baseball team. My favorite part about being a financial advisor is helping clients develop sophisticated financial strategies designed to meet their goals and help protect against the risks that could get in the way. I live in Pasadena, CA, where I enjoy seeing live music, staying active, trying new restaurants, and rooting for the Dodgers.
Senior Client Services Representative
Hi everyone, I'm a Senior Client Services Representative with Cetera Investors. I graduated from the University of California, Riverside with a degree in Anthropology and was a part of professional business fraternity, Delta Sigma Pi. My favorite part about being a client services rep is interacting with clients and making sure they're comfortable coming to the team with their questions. I live in La Habra, CA and enjoy cars, traveling, and editing travel videos.