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Highlights

START DATE

Industry: 2004
KAR: 2019

EDUCATION

  • B.A., Economics,
    University of California, Los Angeles
  • Certificate in Financial Planning,
    California Lutheran University

PRIOR WORK EXPERIENCE

  • Senior Wealth Manager – BNY Mellon
  • Account Executive – Fidelity Investments

CERTIFICATIONS AND CREDENTIALS*

  • Certified Financial Planner®
  • Series 7 and 66
Fun Fact
I love sci-fi - I have watched every episode of every Star Trek series.
Q: What Do You Enjoy Most About Your Job?
A: I enjoy connecting with our clients and learning about their lives, goals, and interests. We are lucky to work with a diverse group of individuals who are in different stages of their careers and from different parts of the world. I learn something new from our clients almost every day. I feel lucky to be able to partner with our clients by helping them build a financial and investment plan that allows them to focus on what’s most important to them.

Q: What Do You Enjoy Most About Working at KARWA?
A: My favorite part about working at KAR is the people. The firm has cultivated a collegial work environment where everyone is ready and willing to help each other so we can provide our clients with a great client experience.

Q: What Are You Involved in Outside of Work?
A: I enjoy spending time with my family, who live throughout the Bay Area, trying new restaurants, and traveling.
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*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Best-In-State Women Wealth Advisors” ranking was given by Forbes in February 2026 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “250 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2024 “200 RIAs to Watch” ranking was given by AdvisorHub in July 2024 and covers the year 2024. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.