How I Increase Your Value of Time^®

I spend my time researching and monitoring funds and fund managers to ensure the highest quality investments for our clients. I am also involved in the client education process with regards to retirement planning.

My Career Journey and Academic Base

I graduated from the University of Washington in June of 2022 with a Bachelor’s degree in Finance. I recently completed my Master’s in Business Administration from Valparaiso University. Before Pacific Portfolio I worked in commercial real estate and currently have a real estate license.

What the Value of Time^® Means to Me Personally

Health and fitness are especially important to me. Whether it is working out, snowboarding, or golfing, I love to be active. I am passionate about traveling the world and have been to 12 countries with plans to visit many more.

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