As Director of Operations at Physician Wealth Services, I am primarily responsible for compliance, internal procedures, audit preparation, and keeping clients accountable to their financial goals.
I began a career as an accountant for a large multifamily real estate company and worked there for 13 years before joining Physician Wealth Services. This way, I could live the life I truly wanted—my ideal life. I have always been interested in finance, but as I was introduced to life planning, I then realized the transformative impact it could potentially have. Life planning has forever shaped how I perceive my own reality and where my life has headed. I continue to inspire clients through my story because, from experience, I understand exactly where they are. I became a believer in the financial planning process and felt the need to share it with others. At PWS, I support clients as they take control of their finances and begin to live the life they dreamed of having.
In my free time, I enjoy traveling, hiking, mixed martial arts, and hanging out with friends and family. I graduated from UC Santa Cruz with a Bachelor of Arts in Business Management.