How do I help our clients live better lives?
Serving as the front desk, I am the first person many clients meet whether that be on the phone or face to face. My main job is to make sure clients get connected to their advisors as quickly and efficiently as possible. Finances are personal, I am pleased to be one of the first steps to building that personal relationship between the firm and our client.
How do I spend my time away from HWM?
When I'm not in the office, I enjoy spending my time trying to figure out the best late-night spots with my friends, going baseball games with my brother, and relaxing with my mom and my French Bulldog named Bao.
Every now and then I live up to my namesake and travel, I typically go visit more family and friends in the Bay Area.