Where are you from?

I was born in the vibrant city of Los Angeles, but I spent my formative years growing up in the scenic surroundings of Denver. Eventually, I found myself drawn back to the energy and diversity of LA, where I now call home once again.

How do you cater to your clients?

I believe in understanding my clients on a deep level, beyond just their financial goals. By listening attentively and empathizing with their unique situations, I can tailor solutions that truly meet their needs. I strive to provide tangible strategies that can make a real difference in their lives, fostering trust and long-term partnerships along the way.

What is your professional history?

My journey has been diverse and unconventional. I began my career in the service industry, where I spent a decade honing my communication skills and connecting with people from all walks of life. Later, I ventured into the film industry, exploring my creative side and even directing a documentary. Eventually, I found myself drawn to finance, initially through assisting family members with insurance needs and later delving into tax strategies and life insurance as an investment vehicle. Now, as a co-founder of Greatstone Wealth, I blend my varied experiences to offer holistic financial planning services to our clients.

What led you to pursue a career in finance?

My foray into finance was somewhat serendipitous. It began with helping my grandmother navigate Medicare and later supporting my father's real estate business by obtaining insurance licenses. However, it was the opportunity to learn about tax strategies and innovative financial tools like life insurance that truly captured my interest. The more I delved into this world, the more I realized the profound impact that sound financial planning can have on people's lives. It was this realization that motivated me to pursue a career in finance and ultimately co-found Greatstone Wealth.

What fuels your passion within this industry?

What drives me is the opportunity to make a meaningful difference in people's lives. Finance can be daunting and overwhelming for many, but I see it as an avenue for empowerment and liberation. The ability to demystify complex concepts, provide clarity, and help individuals achieve their financial goals brings me immense satisfaction. I'm passionate about sharing knowledge and strategies that can positively impact our clients' financial well-being, empowering them to take control of their futures with confidence.

What activities do you enjoy outside of the workplace?

Outside of work, I'm a firm believer in embracing life to the fullest. I thrive on creativity and self-expression, whether that's through performing in showcases, dancing, or exploring the great outdoors through hiking. As a self-proclaimed foodie, I also find joy in culinary adventures, relishing the experience of “wining and dining” in good company. These activities not only rejuvenate me but also inspire the fresh perspectives that I bring back to my work in finance.