Financial Planning for Every Stage of Life

At the heart of my practice is the commitment to providing the best financial solutions tailored to your needs. I prioritize educating my clients about their financial options, empowering them to make informed decisions regarding investments, retirement planning, estate planning, and more. With over a decade of experience at Northwestern Mutual, I stay abreast of the latest financial trends and market developments.

My team and I take pride in supporting clients within the San Diego community, including business owners, young families, and those nearing retirement. If you feel daunted by your financial situation and seek a dependable partner to help you explore and understand your options, please don't hesitate to get in touch.

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