Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Professional associations

  • Association of African American Advisors

Previous experience

  • Institutional Sales Asst, RBS Securities LLC, Manhattan Beach, CA, 2009-2013
  • Institutional Sales Asst, UBS Investment Bank, El Segundo, CA, 2004-2009

Community participation

Interests

I am very active individual:

When I am outdoors I enjoy basketball, billiards, archery, hiking, bowling and live music events.

When I'm home I enjoy cooking, DJing, video games, reading and hosting game nights and wine tastings.