My clients have told me they work with me because of the genuine care that I have for them and their families, I take the time to fully understand my clients. I find out who they are what matters most to them, and what they expect from me.
As we work together in your customized game plan, I will be meticulous in obtaining the details needed to be thorough. I will never assume a responsibility that would be handled by another professional. Instead, I will work with members of my team and through other relationships to make sure your unique situation is thoroghly analyzed and well-advised.
Hearing my clients speak about the confidence they have after taking action with me validates my work as an advocate caring for their future, aligning goals and values with a well-conceived financial strategies.
Specialties:
- Personal & Business Planning
- Wealth Accumulation Strategies
- Retirement & Distribution Strategies
- Income/Asset Protection
- Life Insurance Planning
- Disability Income Insurance Planning
- Business Continuation/Succession
- Group Insurance & Employee Benefits Programs
- IRA Rollovers
- Investments
- Fixed Annuities
- Variable Annuities
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, California License #0H91544