Biography

Financial Planning is critical to reaching your retirement successfully. Specializing in goal based financial planning, I help identify and prioritize goals to ensure the investment strategy is in alignment with your aspirations. By working closely with you, comprehensive plans are developed by utilizing our wealth management technology to deliver customized solutions specific to your needs. The process allows you to be afforded all of the resources we have to offer which include custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working at Wedbush I worked at Morgan Stanley as a financial advisor where financial planning was critical to my practice. I have joined my families’ practice at Wedbush to bring my unique talents and planning expertise to The Kennally Group to support the success of the individuals and families we serve.

SPECIALIZATIONS

Credentials

  • Series 7, and 66 licenses
  • CA Ins Lis. #0k40813

Mission Statement