Doing all the little things to help deliver a great client experience.
I graduated college into an economy where job opportunities were quickly evaporating so I decided to go on an adventure. I ended up in Santiago, Chile; an environment where I learned a thousand different things about myself, and the world, every day. The experience was transformative because it taught me about the power of listening to others, embracing challenges, and how much I missed a good hamburger.
It’s exciting to work somewhere like Harris Financial Advisors, where opportunities to learn new things and think critically are present every day. After spending the last several years working in IT for a Fortune 500 company, I am thrilled to be at a firm where teamwork and empathy are demonstrated daily. It is a privilege to learn from Mary and the other Advisors. Their laser focus on our clients sets the direction for really great outcomes.
“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.” –Dr. Seuss
Credentials: Although my background is in IT, I am currently working towards the Certified Financial Planner™ designation.
My goal is to get better every day. The diverse experience and expertise across HFA, makes this an amazing place to learn and grow as a professional.
Since moving to the South Bay, my wife and I have spent every free moment exploring this beautiful place and can’t wait to see what we’ll find next.
I Am Not Alone - Meet Your Team