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For over 25 years, I have enjoyed working with families and individuals to help them reach their financial goals. By partnering with my clients to build a financial roadmap that is tailored to their unique needs, we are able to create a path to financial security.

Education

  • B.S. Psychology & Business Administration – Ball State University

    • Awards & Certifications

  • FINRA Licensed
  • President’s Council
  • Life, Health, & Long Term Care Licenses

    • Locations & Hours

  • Irvine, CA - Monday through Wednesday, Friday
  • Brea, CA - Thursday
  • Westlake Village, CA - By Appointment
  • Glendale, CA - By Appointment
  • Thousand Oaks, CA - By Appointment
  • Fremont, CA - By Appointment