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 greater Sacramento area and nationwide.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.
I enjoy working with…
families and individuals, especially those who are excited to plan now for their financial future.
I attended…
Casa Roble High School, Sierra College, University of California-Davis, Sacramento State, Baptist College of America, and The American College of Financial Services.
I am very proud of…
being a Modern Woodmen representative since 2011 and becoming a Certified Financial Planner™ in 2022.
I chose Modern Woodmen because…
I believe in the organization and its values. I have been a member since I was a child. My grandfather worked for Modern Woodmen for 40 years, starting his career in 1959.
The best part of my career is…
the satisfaction I receive from seeing members achieve their financial goals and gain peace of mind and fulfillment through our fraternal offerings.
