Focus: Insurance Strategies, Investment Strategies, Financial Education, Risk Management Strategies, Retirement Income Planning, Retirement Strategies, Estate Planning, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Business Owners
Preparing for the 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, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597.
St. Mary's College of California (1995-1999)
Mills College (2010-2011)
Spending time with family and friends
Check the background of this investment professional on FINRA’s BrokerCheck
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541