I joined Berkeley in late 2025 as an Associate Planner and Relationship Manager. My journey in the financial industry began over a decade ago, when I started working at a credit union and became a financial advisor. I quickly discovered that my passion for serving others and helping people build their unique financial plans was a natural fit. I love learning something new daily - no two days are the same. Education is extremely important to me, both personally and professionally. I hold an MBA and a Master of Arts in Innovation and Leadership. Recently, I have been pursuing the Financial Professional Qualified Professional designation. I thrive on connecting with people from diverse backgrounds and building meaningful relationships.