A life tailored to wealth management is the simplest way I'd describe myself. Growing up in the financial services industry gave me a head start understanding how to serve my clients best.  

While studying business and finance from Fresno Pacific University, I spent each summer interning with a wealth management firm. I worked first-hand with mass affluent and high net worth families — offering a launching pad to hone my knowledge around estate planning.

In 2018, I took a job with the Business Solutions team at LPL Financial to better understand how other firms across the country were serving their clients. Not long after, I transitioned to LPL's Strategic Business Development team. Here, I worked alongside the organization's senior leadership to design LPL's platform to better serve advisors and their clients.   

I launched Avidity Capital in 2021 to further my passion for serving individual investors. Recognizing this is my opportunity to take everything I previously learned to design an organization rooted in delivering a bespoke client experience.