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.


Bachelor of Science, Weber State University

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Los Angeles VIII - Woodland Hills

21550 Oxnard Street
Suite 810
Woodland Hills, CA 91367

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning