Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Saving for Education
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 63
  • Life, Accident and Health
  • CLTC® Certified Long Term Care®

Education

  • BA, Business - Concordia College, 1983

Interests

  • Spending time with family
  • SDSU sports supporter
  • Traveling

Community participation

Habitat for Humanity - Volunteer

Awards & recognition

  • Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021