As a Financial Advisor, I am dedicated to helping individuals and businesses develop investment strategies that align with their goals and aspirations. I provide comprehensive investment planning by understanding you. We have found that there are three stages of wealth which includes building, preserving, and transitioning. Throughout this time, managing these various stages involves different strategies which we tailor to your goals, and then implement in collaboration with our internal partners. I strive to help each one of my clients plan for their financial future in a way that best meets his or her goals. I am accountable each of my clients and I am dedicated to provide superior investment advice and with the utmost professional integrity.

 
My previous experience comes from Equitable Advisors learning about estate planning strategies through insurance and annuities. Prior to that I received a diverse experience in finance with commercial real estate underwriting and lending. During this time, I was able create customized models encompassing long-term financial projections detailing cash flows and pro forma performance.

 
Originally being from the Coachella Valley, I have spent much of my life in California. I was educated at The Ohio State University in Columbus, Ohio. I’m passionate about traveling through Europe where I enjoy learning and discovering the culture of the old world.  During my leisure time I enjoys golfing, surfing, snowboarding, hiking, and anything food related.

 

CA Insurance License #4249296
Resident State CA