Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS, Economics - California State Polytechnic University, Pomona, CA

Community participation

  • Pioneer Flight Museum ground crew volunteer.
  • St. Thomas Moore Volunteer 5th Grade Sunday School Teacher
  • Well Aware supporter and volunteer

Interests

  • Oil painting
  • Fitness
  • Glider (powerless) Aviation
  • Do It Yourself home projects