I use practical, fact-based approaches to help achieve results for clients. Whether you are concerned with educating your children, building a legacy or living well in retirement, I will use robust strategies to help you reach your financial goals and objectives. Clients tell us they appreciate that I can explain complicated issues and get to know them and their situation before making any recommendations. My team members, Marisa Gonzalez and Samantha Espinoza, and I strive to give all of our clients 5-star service.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Golfing
  • Yoga
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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