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.
I moved from New York City to San Diego as a result of enlisting in the US Navy. Deployed on a WestPac to over 8 different countries while serving on the USS Pearl Harbor as an Electrician's Mate. Discharged as Honorable and embarked on getting a college education at Park University where I attained a B.S degree in Management. Graduated as Cum Laude. Subsequently, I got into Finance with First Command Financial catering to military and Federal markets as a way to give back to my organization . In my spare time, I like to cook, tea tasting, the fine arts and travel.
Area(s) of Focus
- Insurance Strategies