Having over five years of experience in the financial planning industry, I have built a growing and comprehensive business. Working alongside health care professionals, business owners and public employees, I excel in providing tried and true asset management advice while obtaining a deep look into a client’s overall financial planning needs. Whether my client needs assistance with insurance protection, college funding, investment planning or overall retirement planning, I believe tailored advice increases my client’s probability of success.
I have had the pleasure of building long-term relationships with many clients and am actively seeking new professionals to work with who value advice. Planning for your financial future has become of even greater need in this complicated world we live in. I do not make my recommendations lightly and am fortunate to surround myself with a team of advisors and staff who have experience and professionalism.
I am a native of the Bay Area California and graduated with a Bachelor of Science from Saint Mary’s College (CA). I have continued my professional education by earning the Series 7 and Series 66 registrations, and Life & Health Insurance licenses. On a personal level, I enjoy playing basketball, golfing, traveling and spending time with friends and family here in the beautiful Bay Area.