As a financial advisor since 1992, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has always been to serve my clients and their families in a deep and meaningful way. I strive to make sure that my clients feel heard and that I understand their unique story to better help them achieve their financial goals.

My ideal clients are those who want to carefully and thoughtfully work toward financial goals. I create tailored solutions to address various needs, including:
• Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations
• High net worth clients who are looking for tax-sensitive solutions
• Small business owners who want to invest through their company, develop a strategy for their personal portfolio or develop exit planning strategies to retire
• Families in transition due to divorce, loss of spouse or dealing with an inheritance
My senior branch office administrator, Maria Aleman, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her. When you walk into our office, Maria and Mary are there to greet you with the warmth and welcome that is their calling card.

On a personal note, I am married to my high school sweetheart, Mike, who is recently retired from the LAPD. We have two adult children; Michael, who is serving in the U.S. Marines, and Lauren, who is attending college in Texas. Our family has proudly lived in the Santa Clarita Valley since 1990. I am a graduate of The University of Arizona with a B.A. in business leadership. An avid reader, I consider myself a perpetual student of the business and continue to pursue higher learning and credentials to better serve my clients and community. I earned the AAMS™ and CEPA® designations. In my leisure, I love to cook, do Pilates and tackle DIY projects with Mike.

Relationships are vital, and nothing builds a stronger relationship than meeting face to face. Whether it's in the office or on a computer screen, let's start the conversation. I encourage you to reach out to our office, because I would greatly appreciate the opportunity to serve you and your loved ones.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Cooking
  • Home Improvement
  • Pilates
  • Reading
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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