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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits

Education

  • Bachelor of Arts Brigham Young University 1976-1981
  • Juris Doctorate (Law) University of Idaho 1981-1984
  • Masters of Laws Taxation University of San Diego 1985-1986

Interests

I volunteer with Escondido Shines a community organization dedicated to the improvement of the community of Escondido. I also work with interfaith community services to address homelessness in the community. I also enjoy golf as a hobby, attending my girls sporting events i.e. soccer games, swim meets and other performances. I am also struggling to learn piano and guitar, but enjoying the journey.