As a Paraplanner at Bair Financial Planning, I help guide our financial planning process from start to finish. I work closely with Marci and Victor to support projects that strengthen our communication with clients and enhance the overall planning experience. My role centers on connecting the details, the people, and the strategy that bring each Financial Plan to life.
I earned both my MS in Financial and Tax Planning and my bachelor’s in International Business from San Diego State University, and I became a CFP® professional in 2025. In my free time, I enjoy watching La Liga and Formula 1 with my cat Lionel, spending time with my family, and visiting Disneyland with my friends.