What is your professional background?
Prior to Congress Wealth Management, LLC, I was Vice-President of Family Office Services of Domus Capital Group, LLC. Domus was an independent RIA that served in the capacity of wealth management and boutique family office services for a select group of families and individuals across the United States. I have over seven years in the financial industry with 25+ years as a paralegal.
With regards to finances what do you feel like is good advice to live by?
The key to financial success is to focus on goals, not obstacles.
What is the best advice you’ve ever received?
Always be willing to go above and beyond expectations.
Do you have a favorite quote?
“The Way To Get Started Is To Quit Talking And Begin Doing.” – Walt Disney
How do you spend your free time?
With my family and friends. We enjoy the beach, hiking, biking, and exploring the Central Coast along the Pacific Coast Highway. Disneyland with my family.