My technical background in law gives me a very unique perspective on helping you flourish financially. I obtained my Juris Doctor degree from Santa Clara University School of Law in 2000. The first part of my career was spent as an estate planning attorney assisting clients with creating estate plans and with trust administration. After several years, I transitioned into litigation, learning how to defend insureds against claims for personal injury and legal malpractice. I transitioned to Chief Compliance Officer of Hurley Wealth in 2006 and I am passionate about making sure you are served efficiently and well.
A little bit more about me:
Why I do what I do:
My dad instilled in me the idea of doing things, especially your work, excellently, and to seek to help others succeed. I never dreamed of being in the financial services industry, but I am grateful everyday for the opportunity to help others have peace and freedom around their finances.
What I enjoy outside of my career:
I dabble in painting just for fun and to create art for our home. Since we moved to Florida, I have been learning to smoke roast meat. I really enjoy the process of seasoning the meat, going slow and working with the fire to get that great smoky flavor. It’s a joy to watch friends and family feast on something you have labored over.
My dream vacation:
A dude ranch vacation in Wyoming with extended family, with a spectacular view of the Grand Tetons. There would be lots of horse back riding, camp fires, swimming and afternoon naps!