At GPS Financial Advisors, I follow the principle, “We have two ears and one mouth so that we can listen twice as much as we speak.” This philosophy ensures I offer the best possible service to the GPS team and clients. I prioritize active listening and understanding the bigger picture to provide the most effective support.
With a background in technology and entertainment, I bring creative, client-centered aid to GPS’s financial planning team. I graduated cum laude from the University of Southern California, where I developed a strong foundation in business and creativity. My career includes experience at Warner Bros., Sony Pictures, and Jellysmack. These roles equipped me with a blend of creative and strategic expertise, which I now apply to GPS.
Raised in an entrepreneurial family with my father, Mark, a recognized figure in the financial planning industry, and my sister, Heather, a fellow entrepreneur, I developed an early appreciation for empathetic leadership and attentive customer service. This background shaped my commitment to providing thoughtful, strategic support that aligns with the firm’s goals and values.
Outside of work, I am an avid reader with a focus on history, ancient cultures, and mythology, alongside business, psychology and economics. As a musician, I enjoy playing guitar in my free time, and I cherish spending time outdoors with my labrador and bernedoodle. I look forward to listening thoughtfully so I may contribute to clients’ long-term success and financial freedom.