With 22 years of experience in the financial services industry, including time as a financial advisor, I understand the challenges advisors face daily. Supporting and developing my team is my top priority, as I strive to create an environment where financial advisors can thrive, and clients’ needs always come first.

My approach centers on delivering a personalized and seamless client experience, ensuring that each client feels valued, informed, and empowered to achieve their financial goals. By fostering strong relationships built on trust and transparency, we aim to provide exceptional service that exceeds expectations at every single stage of the journey.

Based in Seal Beach, our team is dedicated to creating a collaborative and productive workplace, attracting hard working professionals eager to grow their careers.

I hold a degree in Management from Pepperdine university and enjoy spending my free time running, fishing, camping, off roading, cooking and traveling. Originally from Florida I now reside in Long Beach.

CA Insurance License 0H68628. Resident State CA