Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 8 (9&10)- General Security Sales Supervisor
  • Series 7- General Security Representative
  • Series 52- Municipal Security Respresentative
  • Series 65- Investment Advisory Agent
  • California Life & Health Insurance Licensed

Education

  • Franklin University, Lugano, Switzerland- Associates equivalent study in International Business
  • University of Oregon, Eugene, Oregon- Bachelor of Science in Economics/minor in Business Admin.

Interests

When I'm not in the office, I enjoy spending time with my family & friends. I also remain active with hobbies that include snowboarding, scuba diving and classic car restoration. Whenever possible, I like to travel- some of the places I've visited include Austria, Belgium, Belize, Canada, Cayman Islands, Costa Rica, Cuba, Czech Republic, Denmark, El Salvador, Fiji, France, Germany, Gibraltar, Greece, Honduras, Hungary, Italy, Jamaica, Japan, Luxembourg, Mexico, Monaco, Netherlands, Nicaragua, Norway, Portugal, Spain, Sweden, Switzerland, Thailand, United Kingdom, and of course The United States of America (there's no place like home!).

Community participation

I'm actively involved with the Bolsa Chica Wetlands Conservation and The Midnight Mission in Los Angeles.