How I Increase Your Value of Time^®

My position provides extensive support for the advisors to deliver the most valuable financial vision to our clients. I’m responsible for operational behind-the-scenes tasks and projects such as running performance reports, keeping track of client’s account, processing data, and implementing technology to increase the firm’s overall efficiency. Even though I’m fairly new to the industry, I strive every day to bring in innovative insight in all work I undertake.

My Academic Base

I graduated from Seattle University with Magna Cum Laude honors bachelor’s degree in Finance in June 2021.

What the Value of Time^® Means to Me Personally

I enjoy coming to work with a productive manner knowing I’m spending time to increase our client’s Value of Time. Apart from that, I value the quality time I could spend with my family and my loved ones. I love cooking, exercising, travelling, and reading.

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