Here to act in your best interests
As a financial planner since 1996, I have a passion to help individuals and their families achieve financial independence, ensuring they can live the retirement they’ve worked hard to earn. For fun, my family loves spending time in the mountains and near the ocean. I’m also an avid runner and enjoy participating in a variety of local running events.
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Bachelor of Arts, Communications - University of Cincinnati
Visit one of our Locations
9423 N. Fort Washington Road
Fresno, CA 93730