Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans

Qualifications

  • Series 7, Series 66, Variable Contracts, Life, Accident & Health
  • CA Insurance #OH61271

Education

  • University of Nevada, Reno, NV - Bachelor of Science, 1998

Awards & recognition

  • Wisdom Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024