As a seasoned financial advisor and planner, I have dedicated my career to helping clients navigate the complexities of financial management since 1995. A proud graduate of the University of La Verne, I leverage my education and extensive experience to provide tailored solutions that align with my clients' goals.
Outside of work, I enjoy hitting the golf course and spending quality time with my three children and three dogs. My approach to finance is grounded in building lasting relationships, and I strive to make the financial planning process both straightforward and enjoyable for my clients.