Originally from Southern California, I earned my bachelor’s degree from Saginaw Valley State University in Michigan before moving to Calaveras County in 2021. I love the area and am beyond pleased to be working in a small, dynamic investment services firm.
Similarly to Sabrina, financial advising wasn't always the plan I had for myself. My professional background is mostly in journalism, network engineering, and student development in higher education. I studied political science and technical writing as an undergraduate and public administration as a graduate student, thinking I would eventually find work as an academic or university administrator.
However, after being brought on as Sabrina’s client services representative, I found the world of financial planning and investment services to be fascinating and deeply engrossing. It’s been a pleasant surprise how well-suited my diverse skillset is in aiding Sabrina’s work and increasing our office’s efficiency.
My favorite part of my job is meeting and learning about our clients. Our work offers a unique opportunity to learn about our clients’ goals, plans, concerns, and triumphs in a way that makes the former reporter in me smile.
When I’m not in the office, I’m usually studying for my securities license exam, or exploring the beautiful region we live in on a hike or bike ride.