Growing up with Kevin as my dad meant I was exposed early to the kinds of conversations most families don’t ever get to have about money, legacy, and what really matters. Over time, those conversations turned into a career.
Before joining the family business in 2023, I spent nearly four years at Fidelity Investments. That experience deepened my understanding of financial planning and the broader industry, supporting clients through investment decisions, retirement transitions, and market uncertainty.
I hold three associate’s degrees from Santa Barbara City College and a Bachelor’s in Managerial Economics from Oregon State University. That academic path has shaped the analytical side of how I approach planning, but it’s the personal side of the work, helping people make confident decisions during periods of change, that keeps me excited about what we do.
Outside of the office:
In 2024, I took a two-week trip to Japan (my first big trip without family). Next on my list is a solo journey to Guatemala, and eventually, I’d love to visit New Zealand and stay in a hobbit hole.
I have a second degree black belt in Hapkido, and I love staying active through dance and yoga.
I always enjoy working on my garden and spending time in nature, sometimes even foraging for edible mushrooms.