Qualifications

 

I have extensive professional experience in the client relationship arena spanning over 25 years.  I am your advocate and liaison to your wealth management and success.  

I am a member of the National Ethics Association and licensed to sell a variety of investment and insurance products in the State of California (CA License #0L25860).

I am dedicated to developing lasting relationships with you as my client. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I'm looking forward to using my expertise to help you pursue your financial goals.