I am proud to serve as an Administrative Assistant at Cetera Wealth Partners. As a part of the team, I specialize in office management, client liaisons, and back-office operations, including new account applications and existing account maintenance, staying up-to-date on compliance requirements, and managing our firm’s outreach campaigns.

I have served in the financial services and securities industry for over three years. I am motivated by the opportunity to collaborate with others in the pursuit of a noble goal. I'm honored to be in a position to support my family's firm and provide assistance to a diverse group of clientele as they move toward the future they desire most. I feel privileged to have Kevin teach me different ways of working within current market conditions to offer our clients top-of-the-line service. Over the course of my career, I have obtained my California Insurance Provider License #4173961, which I obtained in 2021.

The record-high market fluctuations and the historical impact of COVID-19 sparked many lengthy conversations with my family about the impacts on individuals and on our entire nation. During that time, my father started to tell me bits and pieces about his own investment portfolio that my uncle Kevin managed. From those conversations, I developed an interest in tracking the market and related news. My uncle encouraged me to pursue my education further, and it wasn’t long before I had my first assistant position with a different firm. After a year of working in the industry, I gained enough knowledge and experience to start working at Cetera Wealth Partners, and I haven’t looked back since.

It’s a special feeling working at the company my grandfather Donovan started. He is so much a part of what goes on there every day, from the pictures on the walls to the office slogans, up to the philosophies we operate by. My grandfather supported me in whatever I did and even though he passed before I had the opportunity to share some of these common interests with him, he still inspires me to learn and grow. I currently live in Antioch, California, and outside of my job and studies, I enjoy spending time with family, getting outdoors, playing softball, and taking road trips throughout California.