Our Team
Meet the Team at 3 Financial Group
Management Team
Founder
“I’m extremely fortunate to be in the business of helping my clients achieve their life goals.”
Operations Team
Office Manager and Receptionist
“I always love seeing people leaving the office feeling more optimistic and upbeat than when they came in.”
Financial Assistant
“I was born in San Diego but grew up mostly in Virginia and Illinois. I followed in my family’s footsteps and joined the Army, where I served as an infantryman in the National Guard on two deployments to the Middle East.”