Focus: Insurance Strategies, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education
I'm a seasoned professional, with over 15 years of experience as an entrepreneur. I started out my career working with great companies like Nordstrom's, Macy's and Fred Meyer Jewelers. There I learned the value of having strong customer service experience for the customer. As I moved into management positions I took my departments performing thousands in the red, to thousands in the black.
After realizing my ability to run a business operation, I launched my first operation. This grew into a multi-unit operation. I followed that with two new operations.
I'm currently working with MassMutual, and operating on a business consulting level. In this capacity, I advise and help business owners build their dream. Which often helps them avoid pitfalls that would have been devastating if they were not identified, and acted on in time.
I’m also working with the United Way in their business development arm of the organization. Here I advise business owners on how to effectively and efficiently grow their businesses. By performing and hosting workshops.
It is a passion of mine to help fellow entrepreneurs reach their dreams; whether that is offering some new perspective, introducing them to someone that will help them move to the next level, or just coming along side them on a consulting level, I love it all.
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Bachelors of Science in Marketing
Affiliations & Memberships
BNI Riverside Executives
Roseville Chamber of Commerce
El Dorado Hills Chamber of Commerce
Contributor to United Way Small Business Development
2241 Douglas Blvd., Suite 100
Roseville, CA 95661