My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Financial Planning for Small Business
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Education

  • California State University of Long Beach Bachelor of Science in Finance

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I enjoy coaching my daughter's athletic teams, and I have successfully coached soccer and baseball for the city of Lakewood. I have coached the Cubs and Pirates in the Hartwell Cal Ripkin Baseball Little League. As well as the Lakewood AYSO Purple Sharks Soccer League.

Interests

I have recently taken up the hobby of competing in triathlons within my area and community and enjoy participating in various events and competitions.

I also enjoy working with my hands and building different pieces of furniture and other fixtures.