I believe it is essential to understand what goals you are working towards before you invest your money. The financial world can feel complex; I can work closely with you and your CPA, attorney and other professionals to help determine the most appropriate strategy for you and your family.

Originally from Rancho Cucamonga, I have lived in San Diego since 2015. My goal is to positively impact the financial health of the community. I focus on helping professionals and families develop and implement comprehensive financial strategies. Whether it’s planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, I take the time to identify each goal and develop the strategy to address it.

I provide the investments, services and tools our clients need to work towards their financial future.

Outside of the office, I love to spend my time on things that bring me joy and growth. I love hiking, listening to podcasts, traveling, coffee roasters, breweries, trying new cuisines, supporting local businesses and spending time with loved ones. I love to be challenged and will always seek opportunities to help me grow.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Outdoor Enthusiast
  • Cooking
  • Health & Nutrition
  • Dancing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More