I provide actionable, straightforward financial advice to individuals, families and businesses. This may include building financial security, maximizing standard of living in retirement, succession strategies for estates, or addressing the complexities of retirement plans for businesses.
I offer solid financial assessment practices to create in-depth visual strategies to help clients get to their unique, ever-evolving goals.
As a part of my commitment to deeply serve investors, I earned my Accredited Asset Management Specialist and Chartered Retirement Planning Counselor Designations from The College of Financial Planning. These designations require completing extensive industry-specific coursework, passing a proctored examination, committing to an elite code of ethics, and agreeing to pursue continuing education.
Prior to my career in the financial services industry, I owned and operated small businesses ranging from an import business to fitness centers. I was born with a green thumb, and when I am not at work, you will find me supporting the community by volunteering at local farms; overseeing produce donations to The Food Bank of Solano County on behalf of our Local Rotary Club; serving on a number of boards; and tending to my Urban Food Forest where I share the bounty with friends, neighbors and charities. I admit to not being able to relax if there is a weed in sight but sampling the fruit of my labor may be my favorite part.
Professional Designations: AAMS®, CRPC®
My Personal Interests
Office Address5140 Business Center Drive
Fairfield, CA 94534
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
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