Focus: Insurance Strategies, Retirement Income Planning, Charitable Giving, Financial Education, Risk Management Strategies, College Funding Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I believe that knowledge combined with compassion and integrity can be a catalyst for change and a successful future. Having spent years as an advocate of literacy and educational resources for families I realized that establishing a strong foundation from which to build on is key. After graduating with honors from St. Thomas University with a Master’s Degree in Reading Education I realized the transferrable skills of analysis and strategic planning provided me with an in depth perspective that was integrative in nature taking into account the various aspects of preparing for the future. My passion to work with families and support successful futures led me to enter the financial services industry to serve families and individuals on a more comprehensive level.
2241 Douglas Blvd., Suite 100
Roseville, CA 95661