About Us

Experience and Background
Before working as a financial advisor, I spent 20 years in executive management assisting national corporations with achieving their financial goals. In 2017, I decided to become a financial advisor so I could help local families achieve their financial goals.

No two clients are the same, and this is why I invest my time to understand every client's current situation, what goals they are working towards and how they feel about investment risk. Working together, we create a personalized plan to achieve their goals.

Whether you're planning for retirement, saving for college or trying to protect the financial future of the ones you care for the most, we can work together to develop strategies to help you achieve your goals. We will monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I’m dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Being involved in the community is important. I’m an ambassador for the Greater Coachella Valley Chamber of Commerce and I’m a member of the I