I am passionate about helping others plan for a secure financial future. We work together to create a plan that will help them meet all their goals and dreams.

Colorado, California, Arizona, North Dakota and Texas.

life insurance, annuities, mutual funds and variable annuities.

individuals, families, those approaching retirement, and business owners who are looking for holistic financial planning and personalized advice.

California State University, San Bernardino, in Southern California. I earned my Bachelor of Arts degree in business administration, with a concentration in marketing, in 2002.

spent the past 20 years working in industrial and electrical distribution, which included positions in sales leadership, operations management and project management.

I believe in what we do as an organization and for our members and their communities. We have all the tools other financial services companies have, and the best part is we interact with our communities and with our members, so it becomes more of a life journey and personal relationship.

having the ability to educate individuals, families and businesses so that they can achieve their financial dreams and goals. I can then walk with members through life, building that relationship and helping them create and execute their financial plan. It's a great feeling when you have helped make a positive impact on others' lives.