I’m a Financial Professional who is passionate about the global financial markets and the journey of investing. If I could summarize my career philosophy in one word, it would be “Meraki.” The Greek word meraki is the concept of doing something with passion, with absolute devotion, and to put something of yourself into your work.

Investment Management

Financial Analysis

Financial Planning


Fidelity Investments - Financial Consultant

Waddell & Reed - Investment Analyst


Master of Science, Financial Analysis & Investment Management - Saint Mary’s College of California

Bachelor of Science, Business Entrepreneurship & Small Business Management - California State University, Chico