For over 17 years, I have helped clients navigate the complexities of capital markets. With extensive experience throughout a variety of market cycles, I have dedicated my career to delivering tailored planning and investment solutions that help clients meet their diverse financial needs. I have earned the CERTIFIED FINANCIAL PLANNER TM mark, and I also hold the Series 7 and 66 registrations. I began my career as a financial advisor with Merrill Lynch’s Private Client Group in Salt Lake City, where I developed my understanding of the specific needs of high net-worth individuals and families. I also spent time building a large practice at JPMorgan Chase upon returning to California. I joined Wells Fargo Advisors in 2012 to provide advisory services to a smaller, more select group of clients. I launched Flywheel Private Wealth in 2023 to work with clients in a fee-only capacity as part of a Registered Investment Advisor (RIA).