YOUR TRUSTED PARTNER
I began working for Van Nostrand Wealth Management in 2019. While working part-time and attending San Diego State, I became increasingly interested in investing and the diverse and complex problem-solving that goes into financial planning. Considering my mom is the firm’s founder, I suppose that’s always been in my DNA. Although I’ve graduated from SDSU, I’ve continued my education in investments by pursuing the CFA Charter. I’ve passed Level 1 and am currently studying for Level 2 in my free time.
I believe knowledge in areas outside of our professional expertise is important for both personal growth and developing innovative ways of viewing our profession. Both because of this, and because I find them interesting, I have been building a fairly wide-ranging collection of books. You can see some of my recent favorites on our website’s Book Club and I’m always looking for more recommendations. As a lifelong athlete, I have continued to try and challenge myself physically. My current challenge is completing my first marathon this winter. Some of the more relaxing things I enjoy are playing golf and watching sports (although as a diehard Padres fan this admittedly can be the most stressful part of my week). I moved to Austin, Texas in January 2024. I am loving country concerts and my growing community, especially the people at Red Rocks Church.
