Meet the Team

I joined the team in 2022, taking on the role of Vice President and Branch Manager at our Santa Clara office. With a decade of experience under my belt, I effectively utilize my skillsets to cultivate valuable partnerships and teach financial literacy across the Bay Area. In addition to my professional endeavors, I am actively involved in the community, contributing to the Boys and Girls Club of Silicon Valley (as a member of the Gala committee), serving as the executive director of the BASA board, and fulfilling the role of Vice President of Community for the Junior League of San Jose. In my leisure time, I enjoy playing tennis and exploring new destinations with my family.