I entered the financial services industry in 1993, just a few years after earning my bachelor’s degree in finance. I fell into my first job at T. Rowe Price & Associates, and I haven’t stopped enjoying the financial field since. As a passion for the industry grew, I continued expanding my experience by working as a 401(k) enrollment specialist at Union Bank as well as a financial advisor at AXA Advisors and a consultant at LPL Financial.
Throughout my career, I’ve gained extensive experience in 401(k) education and retirement planning. This experience, combined with my CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional designations, helps me advise my clients on how to reach and maintain a successful retirement.