My passion is helping clients achieve their own visions of financial success through comprehensive wealth management strategies. I joined Neumann Capital in 2018, after consulting with the firm for several years, and have found my new home here.
Beyond comprehensive financial planning, I have extensive experience in investment management and building portfolios that target our clients' risk/return goals, taking cash flow needs and special circumstances into consideration. Asset allocation and tax efficiency are critical elements of a successful financial plan.
For Fun:
When I'm not in the office, I enjoy spending time with my family and volunteering with our local community. Often you can find us camping or hiking the trails of California's beautiful outdoors.
Education & Affiliations:
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNERTM
M.B.A. Finance Concentration from California State University, Fresno
Member of CFA Institute, CFA Society of San Francisco, FPA East Bay