My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies

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.

My photos

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