I've had a diverse career in finance, technology, and international business, with key roles like VP at Ameriprise and COO at a tech hedge-fund in San Francisco. Over 22 years, I've honed my skills in investment analysis and financial planning, helping clients for nearly two decades.
Recently, I joined Maven Lane Financial Group and LPL Financial, drawn by LPL's impressive technology and support. I'm excited to work in Maven Lane's collaborative and supportive environment.
My international experience includes a stint in China as a consultant and division manager, and running a salon in Tianjin. Early in my career, I was a mechanical engineer consulting for US Air Force space programs.
I enjoy spending time with my family and projects on my two-acre property.
CRPC conferred by College for Financial Planning.