Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments

Education

  • California State University, Northridge, 1983, BS, Business-Accounting
  • Pepperdine University, 1989, MBA, Business Administration

Community participation

  • Star Energy Credit Union, Chairperson-Supervisory Committee

Interests

Working out at the gym.

Wines-collecting, traveling to regions with wineries, wine tasting.

Sports-Hockey, Soccer, Football, Basketball (L.A. Kings & Lakers)

Arts/Music-Concerts & Musicals

Entertaining-Cooking-Good Food

Traveling