As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures that I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

• Series 6, 7, 63 & 65 Securities Licenses
• California State Life Insurance, Annuity, Variable Contracts and Long-Term Care (#0E13728)

AL, AZ, CA, GA, MA, NM, NY, TN, TX, VA, WA