As an independent adviser, I create unbiased, customized investment solutions to help build, protect and transfer my client’s wealth. I am committed to helping individuals and families meet and exceed their life goals. I am a CERTIFIED FINANCIAL PLANNER™ and have been helping clients achieve their financial goals for over 20 years. I specialize in wealth management, retirement and estate planning. My total wealth management approach is customized to meet your unique financial needs and objectives. I follow a comprehensive five step process to determine the optimal approach to managing your assets. I live and work in the city of Huntington Beach with my two young children, Lauren and Taylor. I am very active in numerous community organizations, including:

Soroptomist International of Huntington Beach-Acting Treasurer and President Elect.
Kiwanis International of Huntington Beach.
Golden West College-Foundation committee member.
Huntington Beach Chamber of Commerce.
Human Rights Campaign.