When it comes to preparing for the future, it’s important to work with someone who has the foresight and proven experience necessary to help you navigate life’s changes.

That’s where I come in. Whether you’re just starting out, growing a successful business, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.

In addition to being a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

I am a graduate of University of the People where I earned my Masters in Business Administration and from Olin College of Engineering where I earned my B.S. in Electrical & Computer Engineering. I have earned the Wealth Management Certified Professional and Financial Services Certified Professional designations from the American College of Financial Services.

In 2024, I was recognized by the National Association of Insurance and Financial Advisors (NAIFA) as on of the "4 Under 40" advisors in the country.

As a committed member of our community, I also sit on the boards of the San Carlos Area Council, the Our Lady of Grace School Parent Teacher Group, and serve in several capacities with Scouting America throughout San Diego.