As the Client Success Manager at Root, I’m often one of the first people you’ll speak to when exploring how we can support your financial journey. I’m fascinated by the human story—each one is unique, and I love connecting with people to help shape theirs. At Root, I’m passionate about sharing our mission and ensuring that every client is a perfect fit before introducing them to one of our expert advisors. Building relationships based on trust and compassion is what drives me, and it’s at the heart of everything I do.
As a proud native of Southern California and a graduate of the University of California, Irvine, I’ve always loved this area and its people. I also love working with clients from all over the country.
On the personal side, my family is everything to me. My wife, two kids, and our two dogs keep me busy, and I spend much of my free time coaching my kids’ soccer teams. When I’m not on the field, you’ll find me playing hockey, tennis, snowboarding, or enjoying a round of golf!
