About Us

My journey as a financial advisor is grounded in resilience, a commitment to excellence, and an understanding of what it takes to achieve financial success. After immigrating to the U.S. at age three, my family left behind a war-torn country in search of a better life. These experiences shaped my belief in the power of hard work and sound decision-making.

I began my career in emergency medical services, followed by a business development role at Google, managing relationships with 120 retail locations across Silicon Valley. It was through recognizing the impact of the financial knowledge gap on people’s futures that I transitioned into the finance industry. Now, I dedicate myself to helping clients pursue their financial goals with a comprehensive, values-based approach. I believe authenticity and alignment in values are critical to building lasting relationships.

In addition to my personal and professional experiences, I earned my Accredited Asset Management Specialist™ (AAMS™) designation from the College for Financial Planning. This training allows me to offer guidance on a variety of financial strategies that go beyond the standard securities license, equipping me to provide solutions tailored to your unique values, goals, and vision.

If you're seeking personalized financial guidance that aligns with what matters most to you, I invite you to experience the difference. Feel free to contact me at 503-694-3949 for a complimentary conversation.