Specialties
About Me
Graduated from the University of Nevada, Reno in 2019 with a Bachelor of Arts in Criminal Justice and a minor in Military Science.
Served as an active-duty Armor Officer in the United States Army from 2019 to 2023, attaining the rank of Captain. During military service, led and developed hundreds of Soldiers and Noncommissioned Officers, completed both a combat and a non-combat deployment, and provided aid and assistance to Afghani refugees during the collapse of Afghanistan. Began studying financial services in 2021 through the American College while still serving in the Army. Transitioned into the financial services industry in December 2023 upon exiting the military. Earned the Chartered Financial Consultant (ChFC) designation in August 2025. Currently applies the discipline, ambition, and professionalism cultivated through challenging military environments to a growing financial practice, with a commitment to serving clients with integrity and excellence.
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Interests & Hobbies
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Credentials
ChFC®
Chartered Designations
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Disclosures
I currently act as a Financial Advisor Relationship Manager and co advisor on my Team. My primary role is to connect with clients and introduce them to our team, led by Ted Lew. Ted serves as the lead advisor and primary manager for our clients, bringing over a decade of experience in the financial industry. I work closely with Ted to support our clients. Those who connect with me will benefit from the combined expertise and personalized service of both of us.