Wealth Management advisor
Office: (415) 810-3377
I grew up in Saratoga California and attended the University of San Diego receiving my BBA degree. Following college, I worked at Charles Schwab and Morgan Stanley for a combined 26 years as a financial advisor and Senior Bond Specialist working on the bond trading floor.
My first year working at Morgan Stanley I was diagnosed with stomach cancer and began the treatment process in February 2008 having my stomach and other organs removed at Stanford Hospital. Complications along with chemo and radiation challenged me for the next few years taking away much needed energy needed to work and raise my daughter. Fortunately, I made it to and well past the very important 5 year mark that gave me a new sense of hope and inspiration to help and support my family, clients and others struggling with cancer.
I spent time as a board member on the Gastric Cancer Foundation helping get them off their feet and now am a mentor for Debbies Dream Foundation helping newly diagnosed patients navigate the early stages of cancer. The fact that I am able to give a little hope goes a long way to patients and caregivers in the process.
I am currently married to my high school sweetheart, Tanya, and have a daughter and step son both the same age.