I specialize in helping my members accumulate wealth, explaining retirement account tax liability and taking risk off the table. As a Certified Financial Planner™ practitioner, my duty is to look at all areas of your financial life to find the right fit for your needs.

the San Gabriel Valley, Inland Empire and Orange County, California, Nevada, Georgia, Texas, and Arizona.

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

teachers, nurses and professional athletes. Each group presents its own unique challenges and requires a different approach to help maximize what they are already doing. The majority of my members are teachers and nurses. I love helping those who give so much to the community and giving great advice to those who need it most.

the University of San Diego and graduated with a degree in finance. I am a proud alumnus of Delta Tau Delta fraternity.