Previous Careers: Director of Firm Operations (Victorium Legal Inc.) and Chief Human Resources Officer (Lawrence Berkeley National Laboratory)
What did I love about it? Helping organizations and people reach their full potential through thoughtful strategy and strong leadership with the right processes.
Financial Advising: I bring a strategic and operational lens to support the advisory team, helping create an organized, thoughtful experience for every client.
Personal Life: I enjoy spending time with family, staying active, and embracing life's next chapter with purpose and balance.
Giving back: Supporting others through mentorship and meaningful service. Serve as Secretary for my local HOA, actively involved in supporting my community.
Favorite Charity: Focused on initiatives that benefit children and animal welfare.
Recharging: Camping, cruising, quiet moments to reflect, all while staying connected to what matters most - family.
Favorite Muppet: Kermit the Frog - thoughtful, grounded, and always leading with heart.