Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
My background and first career as a Registered Nurse beginning with the United States Navy Nurse Corps and then as an Intensive Care Nurse serves me well in many ways. I now bring that same desire to be of service, get to the real heart of the matter, and a sense of urgency to my one-on-one meetings with clients and prospects to help them really understand and then take appropriate action.
When I am not serving my clients and prospects, I am with my partner, Joan, my daughter, and my granddaughter, doing something fun, important, or both. We enjoy our home, walks down to Belmont Shore, good food, movies and music together.
Photography and tennis are also great interests of mine. I play tennis 2-3 times per week and am a huge fan of the game.
Serving my community is also very important:
-Estate Planning and Trust Council of Long Beach: Past President 2008-2009, 2009-2010
-Arts and Services for Disabled: Board Member and Treasurer 2012-2013, 2013-2014
-Soroptimist International of Long Beach: President Elect 2013-2014, Treasurer 2012-2013
-Community Hospital of Long Beach Foundation: Board Member 2012,2013
-California State University of Long Beach: Bachelor of Science in Nursing
-Chapman University, Orange CA: Master of Business Administration
Area(s) of Focus
- Insurance Strategies
- Investment Strategies