The reason I got into this profession
One moment that I’ll never forget from my childhood was when my mom suggested to my dad that a college trust fund be set up for my sister and me. My dad replied, “We will be so wealthy that we’ll be able to buy a college.” Cut to me at age 18, sleeping on the floor of my best friend’s dorm room at San Diego State because my family couldn’t deliver on the intention to fund my first semester’s room and board. I spent the next six years of my life as the poster child for how to misuse student loans and credit cards.
It was a powerful lesson in how dreaming big without a dose of planning can affect a family. It inspired me to become an advisor so that I could help people aim for a life of abundance, while doing everything I can to help them create financial security.
One thing I’m doing to help the planet
I have been volunteering my time and energy as a board member with the Gay Men’s Chorus of Los Angeles (GMCLA) since 2015. GMCLA is a nonprofit organization that uses music as a springboard for improving LGBT acceptance and helping LGBT kids around the country.
Outside of work, my passions include
My other passions include snowboarding, scuba diving, roller coasters, mountain biking, swimming, sculling, movies, cooking, a nice whiskey, and travel.
One goal I’m saving for
My mom went back to college after her divorce and has been working in the nonprofit sector ever since. My goal is to build up some extra reserves by the time she’s 70 so I can help her get into a nicer home and community.
The primary way I’m advancing my career knowledge
I am a member of our firm’s wealth management committee, so I’m constantly brainstorming with some of the best financial planners on ways to create a better client experience. And my involvement with a local B Corp study group exposes me to new ideas for bringing about social and environmental change.