Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans

Qualifications

  • Series 7, Series 66, Variable Contracts, Life, Accident & Health
  • CA Insurance #OH61271

Education

  • University of Nevada, Reno, NV - Bachelor of Science, 1998

Awards & recognition

  • Wisdom Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024