Meet Our Team

I was given a small inheritance in my early 20s which really sparked my interest in investing. And I found success early on (after all it was the 90s). Even back in high school I admired the entrepreneurs of that time: the Buffets, Gates, Dells, and Schwabs… I learned the value of saving a dollar and watching it grow. I also saw the dark side of newfound wealth, as I watched a family member take a different, and ultimately tragic path. These experiences shaped my passion for investing and highlighted how important financial fitness is, even at an early age. This fire still burns just as bright in me today.

My philosophy is if you aren’t growing, you are dying. I graduated Cum Laude with a degree in Finance from the University of Arizona, all while working full-time. Education has always been so important to me. In fact, I can nerdily say my main hobby is self-education. In 2004, I obtained the Chartered Financial Analyst (CFA) designation to go along with some other credentials in my profession.

When I am not enjoying my beautify family, I volunteer time working with young people as a life-coach. This involves mentoring and educating, not just on financial fitness, but on all important aspects of life decision making. I enjoy helping young people be successful and realize their full potential!

Before starting Vigilare I spent over a decade building knowledge and experience at Charles Schwab. Schwab was a trendsetting company with its finger on the pulse of the evolving financial services industry. In the late 90s, I worked on their stock and option trading desks, and also in IPOs, all during the dot-com mania era. This was fast paced and exhilarating, but not industry sustainable. As Charles Schwab transitioned from a transaction business to a service and advice business, I jumped at the opportunity to be involved in that evolution, which I knew would be transformational and necessary.

Over the next few years I helped shape, build, and test many of Schwab’s early advice offerings. These experiences gave me wonderful insights into what people wanted and expected from their relationships with their financial institutions. I also served as a media liaison and was featured in investing articles from CNBC to Reuters. I spent my final years at Schwab leading the charge in their flagship Private Client program in addition to playing a major role in training and mentoring Schwab consultants.

Starting Vigilare was the next step in realizing our ultimate vision of what the client/advisor relationship could aspire to be. Vigilare is a family. Our clients. Our Employees. My greatest professional accomplishment is watching our vision grow into something very real and tangible. Something that gives our clients happiness and peace of mind. For this I am humbled and proud.