My passion for financial planning began at age 14, when I received birthday money from my grandmother. With guidance from a mentor and financial advisor, I invested that money and learned the principles of financial literacy that shaped my future. This early education taught me the importance of proactive financial planning, inspiring me to help others achieve financial security without the stress I sought to avoid. Since then, I have been committed to "paying it forward" by educating clients on financial literacy—a critical yet often overlooked topic in traditional education.

I hold a Bachelor’s Degree in Business Management from Brigham Young University-Hawaii, which provided a strong foundation for understanding the complexities of financial planning. My philosophy is simple: individuals who seek financial guidance should be empowered with the knowledge and strategies to create lasting wealth for themselves and their families. I believe everyone deserves access to the tools, education, and resources necessary to build financial security.

Recently, I transitioned to an independent advisor role with Cambridge Investment Research, a decision driven by my desire to work closely with clients who share my values and appreciate personalized financial guidance. This move allows me to offer tailored solutions and a client-centric approach, fostering meaningful relationships built on trust and shared goals.

As an advocate for financial literacy, I am dedicated to addressing the gap in public education around personal finance. My mission is to equip clients with the knowledge and confidence to make informed decisions, ensuring their financial plans align with their aspirations for today and tomorrow.