My goal, as your financial advisor, is to cut through the economic and market chaos, and to evaluate and address your specific financial needs and concerns, so you can focus on the things that are important to you.

In the last 35 years, I've advised individuals, families and businesses. I enjoy unravelling financial puzzles and providing a structured program that helps address your needs. Whether the need is for sound investment advice, a realistic strategy for retirement, estate considerations, survivorship planning, insurance, college planning or any other personal need, I will help you get your financial house in order.

I am blessed to live in South Orange County near my three children and two grandchildren. My faith is important to me, and I attend weekly services at Compass Bible Church in Aliso Viejo. My passion for social responsibility includes supporting organizations that do the work that I wish I could: Salvation Army, American Center for Law and Justice, Act for America, American Family Association, Pacific Justice Institute, Family Research Council, Hillsdale College, NRA/CRPA and Dennis Prager University are some of my favorites.

Our branch is a member of both the Lake Forest Chamber of Commerce and the Mission Viejo Chamber of Commerce. We're conveniently located near the intersection of Bake Pkwy and Rancho Pkwy South in Lake Forest. Just a short distance from one of my favorite hangouts, Artemis Defense Institute.

My Branch Office Administrator, Debbie Pereira, provides the highest level of service, connecting with you in an authentic way. Together, we create an atmosphere of personal caring that leads to clients becoming friends.

Seldom does anything worthwhile happen by accident. Planning your financial future helps ensure a successful financial future. Let's plan for it together!

We look forward to serving you.


Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Social Responsibility
  • Reading
  • Outdoor Enthusiast
  • Health & Nutrition
  • Personal Fitness

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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