Education
- California University of PA, B.S. in Business Administration (Minor in Finance)
Licenses and Accreditations
- Series 4, 7, 63 and 65
- Life, Accident and Health Insurance
My Philosophy
My career in finance began in 1992 and has provided me with decades of invaluable experience in financial planning for individuals, families, and businesses. I’ve navigated the ups and downs of the economy over the years, which has given me great insight and experience that continues to guide my results-focused philosophy towards financial consulting and investment strategy.
Using momentum from these past experiences, I take tailored financial strategies to the next level by working to create long-term security for individuals and families, vital resources for burgeoning businesses, and lasting solutions for retirement planning.
When working with my clients, I focus on personal empowerment rather than ‘off-the-shelf’ solutions. Every individual, family, and business has unique needs and goals that require a customized plan, driven by results and end goals.