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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Small Business
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Education

  • California State University of Long Beach Bachelor of Science in Finance

Community participation

I enjoy coaching my daughter's athletic teams, and I have successfully coached soccer and baseball for the city of Lakewood. I have coached the Cubs and Pirates in the Hartwell Cal Ripkin Baseball Little League. As well as the Lakewood AYSO Purple Sharks Soccer League.

Interests

I have recently taken up the hobby of competing in triathlons within my area and community and enjoy participating in various events and competitions.

I also enjoy working with my hands and building different pieces of furniture and other fixtures.