I began my career in finance at Merrill Lynch in 2018 and bring over six years of experience to Beacon Financial Group. My mission is to help individuals and families achieve their financial aspirations by offering personalized, comprehensive advice tailored to their unique needs.
Stemming from the background as a collegiate swimmer, I bring the same discipline and focus by taking a holistic approach to financial advice, not only concentrating on wealth accumulation but also on its protection. My goal is to provide anticipatory service, simplifying financial complexities to make them easily understandable and actionable for my clients. By understanding each client's values, goals, and financial landscape, I deliver clear, actionable guidance that empowers families to make informed decisions. With consistent process, open communication, and unwavering dedication, I offer integrated financial analysis, wealth planning, and strategies designed to help clients pursue their financial objectives effectively.
I am originally from San Antoino, TX. Outside of work, I enjoy visiting family and hanging out with my friends. I maintain an active lifestyle through activities like weightlifting, running, hiking, and yoga. During the time I am not at the gym, I love to travel around the world- exploring new destinations, cultures, and trying different cuisines that continues to fuel my passion for cooking.