Advisor profile


My approach

I care about what’s important to you

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

  • Family Finances
  • Retirement Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA in Financial Planning

Education

  • California Lutheran University - MBA in Financial Planning
  • California Lutheran University - BS in Finance

Interests

It brings me a tremendous amount of joy to spend time with family and friends, whether we are wine tasting, barbecuing, playing cards, or simply getting together for coffee to talk. I enjoy activities such as baseball, golf, tennis, and indoor soccer to keep my competitive juices flowing. I also love teaching and coaching, kids and adults, how to be savvy in sports and in finances.