I joined The Sterling Group in 2023 as a Client Relationship Manager. I help clients with the administration of their accounts and I also specialize in tax planning. I am a Registered Tax Preparer with the California Tax Education Council (CTEC).*
What I enjoy most about my work is interacting with clients, hearing their stories, and helping them work toward achieving their goals.
When I am not working, I enjoy traveling, exploring the outdoors, and helping animals. I have four rescue cats and two rescue dogs. They are a handful and do not always get along, but I am happy to provide them with a comfortable place to live. I also love to bake, and while I may burn the cookies every now and again, I truly enjoy the process.
* This credential is separate from services offered through LPL Financial. LPL Financial does not provide tax advice or tax preparation services.