“Wealth is the ability to fully experience life.” Henry David Thoreau
I began my professional journey in financial services seventeen years ago, but long before that my fascination for personal finance was sparked by my first after school job. With some sage advice from my father, I chose to invest those hard earned dollars and learned the powerful concept of time value of money.
Fast forward to today, the same principle holds true, but there are many more complex areas of financial planning that we face. I help you navigate these financial complexities to take advantage of all that life has to offer. Whether it is wealth management, retirement income planning, or dealing with an unexpected life change, we work together to create a plan unique to your goals and values.
Outside of the office, I enjoy spending time with family and running with my crazy dog, Dexter. You can also find me at the range working on my golf swing and playing guitar.
Professional Designations and Licenses:
CERTIFIED FINANCIAL PLANNER™
FINRA Series 7, 24, 63, and 65
Life, Health, and Variable Insurance Licensed
Education:
California Polytechnic State University, San Luis Obispo, CA
Bachelor of Science in Economics with a Concentration in Financial Management
ext. 317