I’m excited work with our clients and show them how our services can streamline their investment process. Our differentiated methodology has withstood the test of time and proven itself over many market cycles.

I started my career as an account manager at Visa. I enjoyed working with my clients, financial institutions, whom I helped understand Visa’s internal technical requirements and recommendations.

I received my BS in Business Administration with an emphasis in Finance and Accounting from the University of Colorado at Boulder. My professors and coursework allowed me to establish an excellent foundation for my current role in Client Services at William O’Neil.

I have a bit of a travel bug. I have sailed around the world, where I visited 13 countries in Asia, Africa, and Europe. My favorite place I have traveled to is India where I was able to see the Taj Mahal and experience the rich culture and fantastic food.

My first exposure to the stock market was in high school when I started an account with $500. With a consistent approach aimed at stable growth, I’ve witnessed the power of the stock market and the account has grown greatly.

When I’m not working, you can find me reading, enjoying the outdoors, or planning my next adventure.