I truly enjoy being accessible to clients and assisting them through any process with ease and understanding. At HearthStone, I am primarily responsible for opening and maintaining client accounts. I also assist with various administrative functions, database management, and special projects.
Prior to joining HearthStone, I worked in Business Development, Operations, and University Gift Planning and Administration.
I am a passionate musician. I principally play classical and jazz guitar. In addition to loving all guitar-related pursuits, I also play bass, ukulele, and most recently, the accordion. I also speak Spanish and Portuguese.
Born and raised in San Diego, CA, I am thrilled to return home and be close to my family and friends again since relocating from the Bay Area. My wife, Lia, and I enjoy our cats and have fun going on walks, playing music, dancing, gardening and cooking together. We are eagerly awaiting the arrival of our first child.
University of California, Berkeley, Berkeley, CA
Client Services Associate
HearthStone | Private Wealth Management, 2019-Present
Business Development Assistant
Insight Editions, 2017-2018
University Development Fundraising
University of California, Berkeley, 2013-2016