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

Areas of focus

  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies

Education

  • Bachelors of Science, Business Administration & Economics, University of California Merced, Merced, CA.

Community participation

Community Park Cleanup event
Community Park Cleanup event

Supporting & giving back to the community that I live in has been instilled in me since I was a kid. Every summer morning my mom took us to a local church to assist in prepping sandwiches, coffee, and juice to serve those in need.

I am a member of our local Merced Breakfast Lions Club and assist as Advisor for our Merced High School Leo Club. Throughout the year Lions and Leos plan and collaborate on many service projects in our community, such as park clean-ups and cooking at the shelter. We are able to serve our community through our various fundraisers such as our annual Cioppino Dinner and Rigatoni Drive-Thrus.

  • Merced Breakfast Lions Club, Past Director, 2022-2024
  • MBLC, Merced Highschool Leo Club, Advisor, 2021-Current
  • Vitalant, Blood Donor

Interests

Family is very important to me, despite moving away from my hometown, I travel down to Los Angeles once a month to have dinner with my parents.

I enjoy running, hiking, exercising, and being outdoors with my Dog, Sadie.

My photos

3 albums
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