After spending nearly a decade working in Information Technology, I became fascinated with investing and decided to pursue a career change. Before joining the Palomar team, I spent eight years working in Austin, Texas for a proprietary trading firm designing strategies and automated trading models. Since joining PalomarWealth in 2022, I have obtained my Life & Health licenses and Series 65 Investment Advisor Representative License. My personal mantra is to focus on the best outcomes for clients while preparing them for the unexpected.
When I am not meeting with clients and collaborating with our team, I enjoy watching football (avid Bears and Illini fan), traveling, and learning about history.
One of my favorite Bible verses is Matthew 7:7-8. “Ask and it will be given to you; seek and you will find; knock and the door will be opened to you. For everyone who asks receives; the one who seeks finds; and to the one who knocks, the door will be opened." Especially when life becomes tumultuous and uncertain, God provides stability. If we ask for His help and guidance, He will provide the means to overcome life's challenges.
- MBA Illinois State University
- B.A. in Economics, Butler University
- B.S. in Information Technology, Purdue University
- Life & Health Licenses
- Series 65 License