Senior Investment Advisor Associate - Senior Team Lead
B.S., Financial Services, California State University, Northridge
- Client Service Associate – OneWest Bank
- Relationship Service Manager –
Bank of America
What Do You Enjoy Most About Your Job?
What I enjoy most about my job is my interactions with our clients and the relationships that we build over the years.
What Do You Enjoy Most About Working at KARWA?
What I enjoy the most about working at KAR is that I get to work with a diverse group of individuals on a daily basis.
How Does KARWA Approach Wealth Management Differently?
No matter how much we grow as a firm, at our core, we remain a family office at heart. This sets us apart from our competitors.
What Do You Hope to Achieve For Your Clients?
A sense of comfort and trust that they are in good hands and that their financial goals are on track.
What Are You Involved in Outside of Work?
I enjoy playing table tennis, snowboarding, hiking and traveling. My favorite sports team is the Miami Dolphins. Originally raised in Germany, I currently reside in Northridge, California with my wife, daughter and son.