I am part of The Wealth Consulting Group’s virtual services which empowers advisors to provide their clients with exceptional customer service. With eight years in the financial services industry, I bring the previous experience of being a Client Service Associate at a large wealth management firm. I also attended Monterey Peninsula College where I studied Visual Arts.
Outside of enhancing the client experience for our clients, I enjoy gardening, hiking, cooking, creating art, and spending time with my sons Anthony and Dominic, and my partner Donald.