I have been interested in the economy since my dad bought me my first share of stock at five years old. Since then I have been interested in reading more about how the economy and stock market works. I have a degree in economics from George Mason University and have been with the firm since 2015. During my time with Equitable I have worked to serve our legacy product clients, Vietnamese, Korean, and Chinese clients and have a focus on our federal employee and retiree clients.
With a keen interest in technology and how it can serve our clients I am seen as a resource within our firm on how to best implement it in daily advisor use. I have been on the forefront of virtual meetings, digital tools and organization since day one.
In my spare time you can find me lifting weights or riding bikes to stay active, reading tech, business, and political news to stay current, or trying some DYI projects to be handy. I have served as a past Vice President of the Mid-Atlantic Bicycle Racing Association as well as a past coordinator on the Warrior Bike Ride for a veterans organization, Serve Our Willing Warriors.
California Insurance License #: 0M97514
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