When I started with WestPac Wealth Partners, I made a deliberate decision to serve business owners, particularly in the trades and construction. I grew up on my father's job sites, and I watched how much of an owner's life gets built around the business while the personal side waits for a quieter year that never comes.
Most of the owners I work with have accumulated pieces over time. An entity formed years ago, coverage purchased at some point, retirement accounts from earlier jobs, a CPA they see once a year. Each decision was reasonable when it was made. What's missing is someone looking at all of it together and asking whether it still fits where the business is going.
That is the work I do. I help owners address income protection, business continuity, tax-aware strategies, and long-term wealth building as one coordinated strategy rather than a series of separate purchases. I also coordinate with the professionals already advising them so the advice stops arriving in conflicting pieces.
I don't do this alone. I work alongside the WestPac Wealth Partners team, including CFP® professionals, estate planning attorneys, property and casualty specialists, and investment professionals. Clients get my attention and the experience of a group that has seen nearly every situation an owner can find themselves in.
I graduated summa cum laude from Arizona State University with a B.S. in Finance and am a licensed life and health insurance producer in Arizona and California. Before finance, I worked in construction and hospitality, which gave me a lasting respect for the hours behind every business I serve.
I grew up in Huntington Beach, California, and now live in Scottsdale. Outside of work I'm usually bouldering, on the golf course, playing pickleball, or out for a mountain bike ride.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #4566424. | 9173772.1 Exp. 10/28