I partner with individuals, families and business owners to understand their goals, create a personalized plan and provide investment solutions. In my role a Senior Wealth Advisor, I deliver financial advisory services, retirement planning, risk management, and business succession planning.
California State University-Sacramento; Bachelor of Arts, International/Intercultural Communications
College for Financial Planning; Chartered Retirement Planning Counselor (CRPC®)
In the community
Veteran, United States Navy