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.

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18
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.