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

  • 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