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Here to act in your best interests

About me

I entered the financial industry in 1983, and I work with individuals and families who require financial planning services at any stage of their lives. I pride myself on the relationships I build with my clients and maintaining a trusting relationship with a client is always a high priority for me. I was the president-elect in 2013 and the president in 2014 of the Orange County Chapter of the Financial Planning Association. I am currently a member of the Financial Planning Association and the California Society of Enrolled Agents.




Bachelor of Arts and Science, Biology - University of Illinois

Master of Health Administration, Hospital Administration - Duke University

Enrolled Agent - The U.S. Department of Treasury

Visit one of our Locations

Los Angeles I - Seal Beach

3020 Old Ranch Parkway

Suite 100

Seal Beach, CA 90740

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.

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