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. So 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, physical health is very important to me, and morning runs with my dog has become my favorite way of making sure we both start our days right. 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).
