I've been drawn to wealth management for as long as I can remember and joining Tomren & Sullivan Wealth Management has given me the opportunity to turn that passion into a meaningful career. From my very first day, I've discovered that this profession is about so much more than investments; it's about building relationships, earning trust, and helping people feel confident about their financial future. Being the youngest member of the team has been an incredible opportunity, allowing me to learn from advisors whose integrity and dedication have shaped the firm for decades.
Born and raised in San Ramon, I graduated from California High School and have always felt connected to this community. Growing up, I saw firsthand how access to financial education can influence the opportunities people have in life. That realization sparked my interest in wealth management and inspired me to better understand how thoughtful financial planning can help individuals and families achieve their goals.
One of the biggest surprises for me has been discovering that this profession isn't really about numbers; it's about people. Whether it's taking the time to answer a client's questions or helping make complex topics easier to understand, I've learned that the smallest moments of care often make the biggest difference. Those experiences continue to shape the kind of professional I hope to become.
I'm currently studying Business Finance at Diablo Valley College, with plans to transfer to a four-year university in Fall 2027. I'm also preparing for the Securities Industry Essentials (SIE) Exam as I work toward becoming a licensed financial advisor.
Outside the office, you'll usually find me reading, exploring local hiking trails, or spending time with my two cats, Bentley and Rosie.