Senior Financial Planner
My path into financial planning wasn’t traditional. After graduating college in 2007, I wasn’t sure where I wanted my career to go. That changed in 2009 when I discovered an opportunity to volunteer with the Navy-Marine Corps Relief Society. I began helping military families with budgeting and financial education, and from the very first session, I was hooked. I realized how much I enjoyed breaking down complex financial topics into something empowering and actionable.
That volunteer role sparked the beginning of my career. Over the years, I’ve worked as a financial counselor and educator, gaining hands-on experience and earning my professional designations. As I grew in the field, I became increasingly drawn to the depth and impact of comprehensive financial planning. In 2021, I joined District Capital Management, fulfilling my long-standing goal of becoming a fee-only financial planner.
I love developing financial plans that don’t just focus on one area, but look at the whole picture: how taxes, investments, retirement, and other moving pieces come together to support someone’s life goals. I take pride in helping clients build confidence in their financial decisions and being a steady partner through every stage of life. I value honesty, authenticity, and a strong work ethic, and I believe deeply in the power of continuous learning and growth.
My Why
The heart of why I do this work traces back to that very first volunteer experience. At the Navy-Marine Corps Relief Society, I worked with servicemembers, some just 18 years old, who were already facing overwhelming debt, and others approaching retirement with little financial stability. I saw firsthand how harmful lending practices and a lack of financial education could derail lives. But I also saw how the right guidance, offered early, could change everything.
One moment that has always stayed with me happened years later, in the middle of LAX. A young Marine I had taught in a budgeting class stopped me to say that the class had changed the trajectory of his life. He had never been taught how to save before, and he was now doing just that. That conversation reaffirmed everything for me.
I’m passionate about meeting people early in their financial journey, when smart, informed decisions can have the greatest long-term impact. I believe in the transformative power of financial planning, and I consider it a privilege to walk alongside my clients as they pursue clarity, security, and meaningful goals.
Education
- BA in Sociology from Cal Poly Humboldt
