I am the founder of Profectus Wealth Management. I provide personalized, forward-thinking financial guidance to individuals, businesses and families. Our mission is to help clients manage, preserve, and transition wealth with clarity and confidence—whether they're navigating life milestones or planning for future generations.

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Before launching Profectus, I provided wealth management services to a credit union, where I gained a deep understanding of our members' everyday and long-term financial needs. Prior to entering the financial services industry, I spent 8 years in the wine industry—an experience that taught me the value of building strong, lasting relationships.

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I hold a Bachelor's Degree from San Diego State University and an MBA from the University of Oregon. In my spare time, I enjoy hiking and gardening.

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At Profectus, we blend independence with the resources of an experienced financial institution to deliver tailored strategies that help our clients thrive in an evolving world.