Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I was born and raised in sunny San Diego. During my free time you can find me spending quality time with my Nephews, Nieces, younger siblings, and my beautiful 5 year old daughter. I am so excited to share that we are expecting a baby boy this Fall.
Area(s) of Focus
- Business Owners
- Insurance Strategies