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Here to act in your best interests
I’m passionate about working with families and developing strategies that can help them achieve their financial and retirement goals. I enjoy spending my spare time with my wife and our two dogs. We are avid travelers and enjoy seeing new places and learning more about their history and culture.
Certified Investment Management Analyst®
Bachelor of Science, Shippensburg University of Pennsylvania
Visit one of our Locations
Los Angeles II - Torrance
21515 Hawthorne Blvd
Torrance, CA 90503
Los Angeles IV - Anaheim
2400 E. Katella Avenue
Anaheim, CA 92806
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.