Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Master of Science, College for Financial Planning, Denver, CO, 2003
  • Bachelor of Science, University of Southern California, Los Angeles, CA, 1992

Interests

  • Spending time with my family and our 4 dogs
  • Enjoying my 4 children's activities
  • I like to work out, kickbox and play tennis
  • Traveling to new places
  • Experiencing fine dining

Community participation

  • Outreach Volunteer - Juvenile Diabetes Research Foundation, Los Angeles, CA
  • Volunteer at my daughter's school in Oak Park, CA
  • Volunteer - Los Angeles Regional Food Bank

Awards & recognition

  • Five Star Wealth Manager, 2022