As a graduate of San Diego State University with a bachelor's degree in business management, I bring a dynamic blend of education and experience to my role. I also hold an associate's degree in business administration, alongside licenses in life & health insurance, tax preparation, and various financial industries. My decade-long experience in corporate management has honed my skills in leadership and strategic planning.
In my role, I co-manage the tax department, oversee tax preparation, and focus on account servicing. As the Operations Manager, I am dedicated to making our processes run smoothly and efficiently. My aim is to provide clarity and support to our clients, making the financial landscape more accessible and understandable. Whether you're navigating tax complexities or seeking financial guidance, I'm here to offer my expertise and help you move toward your goals with confidence.