My Mission

My mission is to equip you with the knowledge and tools to make confident financial decisions. Inspired by my parents' meticulous planning that safeguarded our family through tough times, I am dedicated to providing you with the same level of protection and opportunity for growth. I understand the peace of mind that comes from having a solid financial plan, and I am here to offer you that same assurance.

As a skilled financial representative, I offer personalized strategies to help you achieve your financial goals—whether it's building an investment portfolio, saving for education, or planning for retirement. Let's create a customized plan that fits your unique needs. Contact me today to schedule a consultation and start your journey towards a financially secure future.

La Jolla Cove

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.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

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

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4