Why I do what I do
Why I do what I do
I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.
I serve members in…
the Inland Empire, primarily, though I have many clients in Los Angeles County. I am licensed to serve all of California and other states upon request.
I can help you plan for life using a variety of tools, including…
life insurance and annuities.
I enjoy working with…
families to assist breaking down their day-to-day expenses and in gathering the appropriate information to help make a written plan for their specific needs.
I attended…
California State University, Northridge for my undergraduate degree. In addition, I have acquired the appropriate financial licenses to qualify me to work with you.
I am very proud of…
the contributions my organization and I regularly make into the community.
Before Modern Woodmen, I…
built my career at Wells Fargo for 5 years in relationship and asset management.
I chose Modern Woodmen because…
Modern Woodmen offered me the opportunity to be heavily involved in my community and to offer financial support to my community by helping individuals with their financial and retirement planning.
The best part of my career is…
allowing people to finally be open enough with their finances to control it.
A favorite moment in my career was when…
clients realize that taking that first step is just what they needed towards a lifetime of financial security.
Also…
I understand that uncovering your savings, debt, spending habits, charges, loans, goals, etc. can be overwhelming, but it is a step in the right direction. You will be grateful to have taken the road to bless you and your family.