I am an LPL Registered Client Relationship Manager and Investment committee member at Danielson Financial Group. I graduated from Utah Valley University with a degree in Personal Financial Planning. I am an Accredited Financial Counselor (AFC), currently pursuing the Certified Financial Planner designation (CFP®), and I am Series 7 and 63 registered (held through LPL Financial).
I began my career in financial services assisting in the allocation, research, and implementation of portfolio strategies at Ossola Wealth Management throughout the 2010’s. I have also gained experience working for E*TRADE and Fidelity Investments; servicing client account needs to high-net worth individuals. Additionally, I have experience working in financial planning-oriented roles with Park Avenue Securities and LPL affiliated firm Haven Financial Planning. I am a southern California native and have lived in Las Vegas for just over one year.
Outside of the office, I love going to the park with my two dogs, Daisy, and Jay. I enjoy watching the Anaheim Ducks, Anaheim Angels, and Philadelphia Eagles play, especially when they win! I also play softball and ice hockey to stay active. My true passion, however, is working with clients and helping them achieve their goals and dreams.