CLIENT SERVICE ASSOCIATE
I oversee client services and operations at Bull Oak Capital, an investment advisory and financial planning firm in San Diego, CA. I work with our team of advisors to cultivate an exceptional experience for every client.
I have spent the last 15 years working in client services and operations at San Diego financial institutions and joined Bull Oak Capital in 2020 after spending over 10 years working in locally owned and operated banks serving business owners and high-net-worth individuals. This experience has given me the unique opportunity to truly understand and assist with the financial needs of high-net-worth individuals in Southern California.
I completed my undergraduate degree at San Diego State University (SDSU) and obtained a master’s degree in Strategic Communications from National University.
I am a life-long San Diegan that is lucky to have a very large family, most of whom are local. I am also a very lucky mother to an amazing pre-teen.
I spend most of my free time with my family and friends, which includes time outdoors, concerts, going to farmer’s markets, and volunteering at my son’s school.
There are few things that I enjoy more than traveling, whether it is domestic or international trips. I have been able to visit some of the most beautiful places this world has to offer, including my favorites, Scotland and Ireland.
Paul & Disney
I am a voracious fan of both Paul McCartney and Disneyland and I feel that it is my solemn duty to pass along these loves to my son. I have seen Paul McCartney live seven times and have been to Disneyland more times than I can count.