Focus: Insurance Strategies, Business Owners, Investment Strategies, Military, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Charitable Giving
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 offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
University of California, Santa Barbara - Mathematics/Music
Sunny Day Activities
Going to the Beach
Affiliations & Memberships
Volunteer at the Museum of Making Music
Member of the Financial Industry Regulatory Authority (FINRA)
Coach at Carlsbad Youth Lacrosse
Check the background of this investment professional on FINRA’s BrokerCheck
4275 Executive Square Suite 400
La Jolla, CA 92037