You might have noticed some family resemblance to Sharon – as her daughter, I’ve been hearing that I’m her mini-me my whole life. Although my dream of having an Instagram famous dog has never materialized, this is a pretty solid back-up option.
In all seriousness, I love helping people achieve their goals and plan their futures. Watching my mom build her own business and form such strong relationships with her clients left a lasting impact on me and inspired me to be a part of the family business. I graduated with honors from the University of San Diego with a Bachelor of Arts in Communications Studies, with minors in Business Administration and Political Science. After I graduated, I spent several years in San Diego working for a global insurance broker where I developed my skills in customer service, systems management, and operations. Since joining the family business, I’ve become an Investment Advisory Representative with Duet Advisory Services, LLC.
In my free time, you can find me making sure my feisty French Bulldog, Andorra doesn’t get into trouble, reading something new on my Kindle, catching up on my favorite political podcasts, or adding new places to my travel board on Pinterest.