Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Business Retirement Plans
  • Retirement Plan Distribution
  • Family Finances
  • Christian Financial Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Master's of Business Administration

Education

  • MBA, University of Phoenix, Phoenix, AZ
  • B.S. Recreation Parks and Tourism, Cal Poly San Luis Obispo, CA

Interests

  • Exercising
  • Softball
  • Golf
  • My faith
  • Spending time with family

Community participation

  • Jack's Helping Hand, Central Coast, CA
  • Active Church, San Luis Obispo, CA
  • Special Olympics, Central Coast, CA
  • Kiwanis Club of Santa Maria