I was born and raised here in the Bay Area and received a bachelor’s degree in Organizational Communications from California State University - Sacramento. While a student, I played on the university’s baseball team and have been honored as a member of the program’s “2010-2020 All-Decade Team.” I continue to share my experiences and love for the game by coaching young players in the Silicon Valley community.
After graduating college in 2016, I joined the financial services industry as a financial services professional with MassMutual Financial Group. Early on, I was very fortunate to share joint clients with Evan and Steve, which gave me firsthand exposure to their process of holistic wealth management. What attracted me to this process was the level of guidance we were able to provide clients including their whole financial picture, not just one aspect.
Eventually, the stars aligned, and in 2020 I officially became a member of the Harris Private Wealth team. I currently serve as a financial advisor and paraplanner, working across the firm's advisors and clients to build financial simulations and cash flow models in support of our financial planning services.