As the VP of Wealth Management, I lead our financial planning efforts, ensuring that every client receives a personalized strategy tailored to their unique goals. Financial planning is at the heart of what I do because your needs are as unique as you are.

I am a lifelong Bay Area native and a proud graduate of Santa Clara University. Outside of work, I am deeply committed to giving back to the community I love. I currently serve as President and Board Member of Grail Family Services, a San Jose nonprofit dedicated to supporting families, schools, and communities to promote children’s success and well-being. I have served as a Board Director and past Vice President of the Santa Clara University Alumni Association Board, continuing my strong connection to the university and its alumni network.

Let’s start planning your future today.