Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies

Community participation

Majestic Oak Advisory Group - Community participation photo

We had a great time volunteering at the Hope food bank in Lake Elsinore, Ca.