I have worked with Mark since high school listening to financial plans, their purpose, and implementation. Through countless hours of studying and on the job training I began familiarizing myself with the vocabulary and concepts enough to be creating and implementing plans myself alongside Mark. I received my tax license & passed the Series 7 in 2021 while getting my degree in economics from CSUF, I finished my series 66 exam in 2022. I have prepared over 800 tax returns. I love getting my hands dirty, skiing, hiking, and I plan on visiting every national park.