I was born and raised in Albuquerque, New Mexico, where the high desert landscape and abundant sunshine shaped my love for the outdoors. I made a big move to the Pacific Northwest for college, where I earned a Bachelor of Science in Finance at Oregon State University. My conviction around financial planning blossomed from a personal interest in finance and the realization of how significantly it can impact quality of life.
As I became more connected with the Corvallis community, I began my career in town as a financial planning analyst. Upon further reflection on my love for working with people, I transitioned into a more client-facing role as an advisor. I’m passionate about creating a comfortable and collaborative environment where people feel excited to discuss their progress toward their goals. I’m energized by genuine interactions with good people, and my favorite part of being an advisor is the meaningful connections I form with individuals from all walks of life!
In my free time, I love outdoor activities like golf, which has taught me a considerable amount of patience. Paddleboarding, skiing and spending quality time with family and friends are other ways I recharge. I also enjoy cooking, especially Pastitsio, a traditional Greek dish I make every holiday season. I’m always looking for new ways to get involved in the community, whether through food, outdoor activities, philanthropic events, or art. I look forward to connecting with clients both in and outside of the office!