Here to act in your best interests

About me

Achieving results and exceeding expectations with a competent, solutions-oriented approach has been an anchor of my success in financial planning. I have a passion for helping others that has driven my career choices from a degree in law enforcement, professional experience as a corrections officer, and eventually, leading to a career shift to financial planning.

Education

Bachelor of Science, Criminal Justice - Weber State University

Visit one of our Locations

Los Angeles III - Woodland Hills

21550 Oxnard Street

Suite 810

Woodland Hills, CA 91367

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights