Advisor profile


My approach

I have 7 years of experience in the financial service industry and am driven by a passion for delivering an outstanding and personal client experience. As a financial advisor,I work with my clients and their families by developing a financial plan that focuses on helping them define and work towards reaching their important,essential, and even aspirational goals.

I strive to connect with my clients by using a comprehensive wealth management approach that focuses on delivering investment and estate planning strategies.

Working as a financial advisor to successful individuals, families, and small and middle market businesses who desire a single point of contact for their financial plans, I believe I am a true holistic financial advisor.

I often support clients by working together with their CPAs and attorneys, focusing on simplifying the many financial planning complexities in order to help you generate portfolio growth and income, manage risk, and/or potentially reduce any taxable impact.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, University of the Pacific, 2009

Previous experience

  • Merrill Lynch / Bank of America Corporation, 2004 - 2020