Founder / President, Financial Advisor
Vice President / Financial Advisor
Marketing Coordinator / Advisor Assistant
At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.
Our clients are individuals preparing for retirement or who have already retired. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.
I joined Waddell & Reed in 2009. I was attracted to this business because of the proactive approach to managing personal finances.
Growing up, my father owned a small business; I admired his dedication and commitment to his clients, his team and especially his family. I started working for him at around 12 years old. In the beginning, I was in charge of billing and accounts receivables. Later, I managed the phones and client requests. I always wanted to be just like him and to someday run a business of my own that I could be as passionate about. My father created a legacy with his business that he left to my brothers, and in the lasting lessons he taught all of us.
I have been fortunate to have a business that has grown so much over the years and so many incredible clients to credit for that...
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.