I am a financial advisor with 15-years of experience, 10 of those years at Genovese Burford & Brothers where I was a partner. I hold the CFA and CFP designations. My specialties are fee-based asset management, 401(k) consulting, inspiring others to live a more confident financial life, and general financial planning. I joined Christian Baldree, J.D., who is a more technical financial planning expert. We work together because we have complimenting skills. Part of my responsibility is to grow the business. I began marketing January of 2020, and I am now trying to find a retiring advisor looking for a team of experts to take over their practice.