Why I do what I do
Why I do what I do
I work with professionals, business owners, and families who want their financial decisions to be intentional, coordinated, and aligned with their long-term goals. My role is to help bring financial clarity to complex lives – especially during times of transition, such as career growth, retirement planning, or estate planning.
I serve members in…
the United States.
I can help you plan for life using a variety of tools, including…
thoughtful financial planning, long‑term investment alignment, risk management, and collaboration with trusted professionals.
I enjoy working with…
business owners and families navigating complexity, whether that’s retirement planning, asset coordination, or multigenerational considerations.
I attended…
the University of California, Riverside.
I am very proud of…
business owners and families navigating complexity, whether that’s retirement planning, asset coordination, or multigenerational considerations.
Before Modern Woodmen, I…
played professional soccer and worked with ADP.
I chose Modern Woodmen because…
the organization prioritizes thoughtful planning, integrity, and long-term stewardship –values that resonate strongly with the members I serve.
The best part of my career is…
knowing the planning work we do today can help protect families, opportunities, and legacies for years to come.
