Advisor profile


My approach

I believe financial advising is not just about reaching a destination but also about keeping you as secure as possible along the way. I provide comprehensive financial planning and investment management strategies so I can help to identify potential problems before they can cause harm. While you go about living your life, you can rest assured that I strive to keep a watchful eye on your financial future.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Financial Consultant
  • Certified Life Underwriter
  • FINRA Series 7, Series 63

Education

  • B.A., Whitter College, Business Administration 2001
  • MBA, California Lutheran University 2008