Client Service Associate
After graduating high school, I began going to school to become an air traffic controller. After learning that was not my passion, I tried a few different jobs in different industries to figure out exactly what I was passionate about career wise. One of my very close friends was working at a small hedge fund and told me about an entry-level position I might be interested in. I did not know much about the markets at the time, other than the basics of how it works, and some trading I did in my personal accounts. Shortly into starting my employment there, I realized that I had great interest in working in finance, specifically dealing with financial markets.
This eventually led me to come work for K2 Financial Partners. As a licensed client service associate, My priority here is assisting K2's advisors to ensure we are providing the best service/experience for our clients. Also within this role I am consistently learning and further educating myself to eventually
become an advisor for K2.
My mission is to continuously be learn and grow so that I can be successful in my career, as well as providing excellent service to our advisors and clients.
When I am not working, I am most likely at the motocross track with my family or friends. When I am not there, I am at the gym or enjoying the outdoors. I also love to spend time at the beach and Disneyland with my amazing Fiancé.