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.