Over the last 20 years, I’ve worked with individuals, families, and small business owners to uncover their true financial goals and dreams in order to make them a reality. Like a fingerprint, we all are different, which means that a financial plan should not be one size fits all. I listen to my clients intently to uncover the important components that make a lasting difference on their lives, not solely the financial data at play. The numbers do matter, of course, but a lifelong plan is one that will grow with my clients and can withstand any unforeseen circumstances that may arise along the way.
As a Financial Services Certified Professional® (FSCP®), I offer the most complete product knowledge as well as thorough marketing and planning skills training that is available to financial services professionals today. My favorite time is family time; I enjoy reading, golf, beach vacations, and most recently, hiking!
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License ID#2061980, CA Insurance License #0F66698