With over 21 years of experience as a licensed professional in Life, Health, Series 6 & 63, I’m passionate about helping clients grow, protect, and enjoy the wealth they’ve worked hard to build. My strengths include insurance planning, 401(k) and lifetime income strategies, and estate strategies. I believe everyone’s financial journey is unique, so I focus on providing personalized solutions that fit each client’s goals and stage of life. My approach is rooted in honesty, integrity, and building trust through open communication.
I hold an undergraduate degree from Whittier College and a graduate degree from UCLA. Before my career in financial services, I owned and operated doughnut shops and a juice bar—experiences that taught me the importance of hard work, customer service, and adaptability. These skills have carried over into my financial career, where I strive to simplify complex concepts and guide my clients toward informed, confident decisions.
I work with clients from all walks of life, helping them prepare for retirement, protect their families, and create lasting legacies. For me, the most rewarding part of this work is seeing clients gain clarity and confidence about their financial future.
Born and raised with strong community values, I’m committed to making a positive impact both in and out of the office. When I’m not meeting with clients, I enjoy traveling, engaging in community service, and spending time with family and friends. I live by my favorite motto: “Honesty is the best policy. Character matters.”