We want to learn more about what is most important to you. We use an established process to help my clients reach their long-term goals, including:

- Preparing for retirement
- Living in retirement
- Preparing for the unexpected
- Insurance needs
- Estate considerations
- Budgeting

We partner with you to keep you on track towards these goals throughout your life. Professionally, I hold the CFP® and the ChFC® designations. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. What inspires me to work with individuals and businesses is that I have the heart of a teacher. My goal would to become your trusted financial advisor, the person to partner with you through all of your financial questions. All of our clients deserve personal attention from myself and my branch office administrator, Shari Trigo, when it comes to the services we provide. We work closely with your tax professional and attorney to ensure everyone is on the same page for your unique situation. Though most of our clients choose to meet with us in person, we also offer phone and web conference consultations.

Our office is located in the beautiful mountain town of Tehachapi, CA. We serve clients from all over the United States.

My Personal Interests

  • Art & Theater
  • Cooking
  • Wine Collecting/Enthusiast
  • Sports Enthusiast
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More