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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

I enjoy hiking, community participation, charitable work, and spending time with family.

Community Participation

I am the founding member of The Los Angeles Hiking Meetup Group. This is a web based networking site for individuals interested in hiking and walking for exercise, and other fun extracurricular events. We currently have more than 10,000 enthusiatic members.

Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2011
  • Ameriprise Circle of Success, 2012

Files for Download

My Videos

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