
You Deserve Financial Excellence, LGBTQIA+
Wherever you want to go, I'm ready to help at every step of the journey.

Our History
Years of experience have prepared us to guide you through your life transitions.

Who I Am
I work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to my collaborative and transparent methods, you'll always know exactly where you stand.
How I Help
In addition to working together toward real, year-after-year growth, I'll help you find the freedom to achieve your dreams.

Schedule an appointment to learn how I may help you reach your goal.
What Sets Me Apart
I love to help navigate the intersection of life and financial preparation. With my support, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.






Call Me
408-449-9385
Address
1226 Lincoln Avenue Suite 200
San Jose, CA 95125