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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 7, Series 63 and Series 65.

Education

  • Bachelor's in finance, University of Southern California, Los Angeles, California

Previous experience

  • Financial Advisor. Stifel, Nicolaus and Co., 2009-2022
  • Financial Advisor. UBS, 1996-2009

Community participation

  • Sacred Heart Church - Ventura, CA

Interests

  • Sacred Heart- Church Organization