About me
Growing up in the Inland Empire of California, I developed a strong foundation as an athlete, which instilled in me the values of discipline, teamwork, and perseverance. My journey continued as I pursued higher education, attending both the University of Southern California and San Jose State on athletic scholarships. I graduated with a Bachelor’s degree in Business and Social Change, complemented by minors in Occupation and Political Science, which provided me with a well-rounded perspective on finance and social impact.
My professional journey took an exciting turn when I briefly played with the Cleveland Browns. This experience deepened my understanding of the challenges athletes face and further fueled my passion for financial planning. Transitioning from sports to finance, I realized that my true calling lies in helping others navigate their financial futures.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Professional
I am passionate about helping individuals understand the critical importance of financial planning. My mission is to empower clients to clarify their financial goals and implement strategies to achieve them. By fostering a proactive approach, I aim for the future versions of my clients to express gratitude to the person they are today for the decisions made and paths chosen.
I work with a diverse range of clients, including individuals, families, and business owners, tailoring my services to meet their unique needs. My goal is to create sustainable financial strategies that not only benefit my clients but also contribute to their overall well-being and peace of mind. I believe that everyone deserves to feel secure and confident in their financial decisions.
Currently based in Huntington Beach, I have the privilege of working with clients from all over the country. This flexibility allows me to connect with people from various backgrounds and experiences, enriching my practice and reinforcing my commitment to making a positive impact in their lives. Together, we can build a brighter financial future.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Tax-Efficient Strategies
Investment Planning & Strategies
Business Planning
Estate Planning
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.
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.
