Professional Background

mission

Providing families the security of financial freedom.

What is "financial freedom"? 

Simply, it's the ability to do what you want, when you want without having to worry about running out of money.

 

The complexity though is this is specific to you and you alone. My role is to help you define what that means for you and how we can achieve it. 

Received Bachelors of Arts Degree from California State University, Long Beach
Earned Certified Financial Planner Designation
Passed Series 7, 63, 66 and SIE Securities Examinations
Licensed with the State of California in Life, Accident & Health and Variable Contracts
Personal Background
I am an avid fitness enthusiast and a firm believer in maintaining a healthy mind and body. I believe that taking control of your personal life is just as important, if not more, than your financial life and I strongly encourage my clients to do the same. I have been actively involved in CrossFit since 2001 and it has pushed me to compete in multiple events both locally and at the state level. 
When I'm not working with clients or on myself, I enjoy travelling with my girlfriend Corey. Whether exploring the far corners of the world or on a long road trip, we have learned to appreciate everything this world has to offer. Along with Corey's son Nathan and our three dogs, we are exceptionally blessed.