Experience & Background
I am a Partner and Financial Planner at Continuum Consulting Group in Irvine, California. Since joining the firm in 2019, I’ve played a dual role: working closely with clients to build personalized financial strategies while also leading our ongoing digital development and process improvements.
I earned my Bachelor of Science in Finance & Economics from the University of South Carolina, graduating summa cum laude. Before joining CCG, I began my career supporting multiple independent advisory practices and later served in a corporate planning role with Lincoln Financial Advisors. After earning my financial planning licenses, I transitioned to CCG to focus on helping individuals and families bring structure, clarity, and intention to their financial lives.
Planning Philosophy
I specialize in comprehensive financial planning with a focus on retirement income strategies and tax-efficient wealth management. My approach combines analytical precision with clear, straightforward communication so clients understand every component of their financial plan. Not just what we’re doing, but why we’re doing it.
Education is central to how I work. I’m known for a clarity-driven, education-based approach and take the time to explain complex concepts in a way that empowers clients to make confident decisions. In addition to my work with clients, I regularly host public workshops and webinars on retirement readiness, tax planning, and investment strategy. Over the years, I’ve delivered hundreds of live presentations, both online and in person, to thousands of attendees across the country.
Outside the Office
On the weekends, there’s a good chance you’ll find me on a trail, out in the water with a surfboard, or planning the next spot to explore. It’s my favorite way to balance the analytical side of financial planning with a healthy dose of adventure.