Our Qualifications

For nearly three decades I've helped families, business owners, and individual investors build and preserve wealth.  I've been part of the Cantella family since 1997 and I earned my B.S. in Business Administration with an emphasis in Financial Services from San Diego State University.  I've  earned two designations from the College for Financial Planning: (AAMS) Accredited Asset Management Specialist and (AWMA) Accredited Wealth Management Advisor, and I view constantly pursuing additional education and designations as a way to offer more to my valued clients.