When I was growing up, my grandfather would read the Wall Street Journal to me. As I grew older and more interested in finance, we would read it together. My grandfather worked as a groundskeeper on a golf course most of his life. Even though he earned a modest salary, he was disciplined with the money he earned. He educated himself on investing and was prudent with his finances. I was always impressed with how successful he was. Not because he made a lot of money, but because he was self-taught, a disciplined saver and a discerning investor. My grandfather's example inspired me to pursue a career in finance.

I graduated from Azusa Pacific University with a degree in business. I hold the AAMS® (Accredited Asset Management Specialist™) professional designation from the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I have had the privilege of serving my clients for over 16 years. I am focused on understanding what is most important to them. I use an established process to create personalized strategies to help them achieve their goals. The mission of our office is to provide the best client experience possible by providing personalized service.

I enjoy living in and serving the community of Huntington Beach. I am involved in several nonprofit organizations including Charity Water and The Alzheimer's Association. Outside of the office, you can usually find me gasping for breath while training for a Spartan Race or a Tough Mudder.

My Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Tennis
  • Running
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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