My Story
When I started at K2 Financial Partners in June of 2012, it came as an exciting, new opportunity for me. I had previously been running my own mobile notary service and saw this position as a great opportunity to become a financial professional. My prior experiences range from working at a court reporting firm, being an administrator in a law firm and running a construction office, in addition to the notary business. All of these life experiences inform me as a financial advisor. They have allowed me to adapt and connect with a wide range of clients and give them the service and assistance necessary.
While a financial advisor at the firm, I also run the concierge desk to assist clients with their various needs and help them with their questions. The best part of my job is connecting with people, educating and informing them, and assisting them in making the best financial decision for their future.
My mission is to assist young people in understanding the complexities of investing and helping them get started.
Qualifications
- Registered Representative – Series 6, 63 and 65 Licenses
- Notary Public in California
Insurance License #0H03053
About Me
My main outside interest is painting. I am currently painting with acrylics and watercolor. You can find many of my paintings hanging at the K2 office.