Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution

Community participation

Grand Parade Sponsor, Taft Oildorado Days

The Mission of Kern County drop off site

National Day of Service Volunteer for CAPK Food Bank

Donation drive for the Bakersfield Pregnancy Center

Sponsor of the American Cancer Society, Relay for Life

Sponsor of Kern Adult Literacy Council Gala