With 25 years in the financial services industry, I am experienced in retirement planning, investments, insurance, and small business planning. I hold licenses in Life & Health Insurance, Series 6, 63, and 26, and I’m a Certified Financial Educator (CFEd).
My approach centers on building strong client relationships through trust, open communication, and clear guidance. I believe in listening, understanding, and empowering my clients—simplifying complex financial matters so they can make informed decisions and move confidently toward their goals.
I earned my degree in Mechanical Engineering from Cal Poly San Luis Obispo and began my career in engineering before following my passion for financial education. Over the years, I’ve worked with clients from all walks of life, providing personalized strategies to help them pursue financial wellness.
For me, the most rewarding part of this work is seeing clients feel confident about their future—knowing they have a trusted partner by their side on their financial journey.