Experience

I have been working with individuals and businesses as a Financial Advisor for more than 25 years.  I have licenses in more than a dozen states, which include California, Oregon, Idaho, Nevada, Arizona, Oklahoma, Texas, Vermont, Tennessee, New Jersey. I hold the CWS designation, Certified Wealth Strategist and have the Series 7 and 63 and 65 licenses. 

I am dedicated to developing lasting relationships with all my clients. I am here to help you assess your financial goals and participate in the management of your finances.

One of the benefits of working withme is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.