I make sure everything is running smoothly at Sagemark Consulting, so our clients get the focus they need from our team in creating more time and financial freedom so clients can focus on what is important to them.
What I love about my work with clients
I enjoy knowing our services makes a world of difference in our clients lives by sorting out their financial situations whether big or small. I understand how valuable time is and I appreciate knowing the service we provide makes our clients’ lives a little less stressful. I also strive to bring a positive attitude and collaborative energy to our team each day.
How my work experience helps clients
My experience in managing administrative tasks and leadership management and using my planning, mentoring skills and excellence in customer service, is contributing to enhancing our ability to provide a top-notch service to our clients.
My Experience
- Overseeing administrative tasks and general office support including meeting management
- Developing and maintaining internal reporting tools to support operational efficiency and data-driven decision-making
- Bookkeeping and QuickBooks financial tracking, assembling financial plans, creating agendas, and assisting with proprietary asset allocation system
- Extensive knowledge of business-related technology tools
My Education
- Bachelor of Science in Pure Mathematics, Campuswide Honors Collegium — University of California, Irvine (expected 2026)
- Associate of Arts in Economics — Saddleback College
My Designations
- California Life Insurance License
Life outside of work
- Works as a middle school math tutor and mentor in underserved communities
- Loves coffee and exploring new local restaurants
- Enjoys hiking the SoCal coast and swimming at the beach
- Stays creative through hobbies like ceramics and scrapbooking