About me
As a Financial Advisor and Certified Financial Planner, I strive to understand each of your goals and dreams for the future. Knowing where you want to be helps me put together a comprehensive financial plan customized to your individual needs. Not only does the plan focus on near-term goals to bring security and stability to your current finances, but it also establishes a path to building and growing wealth over the long-term so that your financial future is just as healthy.
I help clients from all backgrounds, including doctors, healthcare professionals, and business owners. I specialize in providing strategic, comprehensive advice to successful business owners, health care professionals, and young families. I’ve seen first-hand the benefits of teaching financial literacy to others, so I motivate my clients to take personal responsibility for learning about money and how it works, and to continue growing in every aspect of their lives.
We all work to achieve financial security, but we’re all capable of making mistakes or failing to plan in an effective way. I can help you identify your key objectives and develop a solid plan that puts you on a path to financial security.
We make plans for people, not just money. Our diverse team of professionals has built a positive, encouraging culture in our office that we happily share with clients and potential advisors. Our only objective is to build simple financial plans that help you achieve your dreams for the future in a clear, concise, and efficient way.
Do you have questions about your current financial plan? Reach out to me directly or via the “Book a complimentary call!” link below.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Adopt a Family
Our Long Beach office decided to start a tradition of additionally giving back to our local community by helping bring cheer during the holiday season. Starting in 2022, we adopted a local family to help provide an amazing Christmas for them and their children. We have made it a goal to continue to give back and help make a difference in our community where we can.
Our Specializations
I help clients from all backgrounds, including doctors, healthcare professionals, and business owners. I specialize in providing strategic, comprehensive advice to successful business owners, health care professionals, and young families. I’ve seen first-hand the benefits of teaching financial literacy to others, so I motivate my clients to take personal responsibility for learning about money and how it works, and to continue growing in every aspect of their lives.
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Tax-Efficient Strategies
Business Planning & Succession
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
