Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Business Owners, Risk Management Strategies, Financial Education, Estate Planning, College Funding Strategies
As a financial services professional with MassMutual, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.
Together, my clients and I build a financial strategy that encourages them to think about
where they’ve come from, where they’re going, and what they’ll leave behind.
Knowledge is the key to a successful financial future. My background, experience and
commitment to provide you with the resources you need to make financial decisions,
can help make your financial future as successful as you need it to be.
I have lived in Northern California for many years and have found it to be a great place to
work, play and enjoy spending time with family. My Series 7, 66 and Life and Health
licenses allow me to recommend products and strategies designed to meet your current
needs, and more importantly, your future needs.
Check the background of this investment professional on FINRA's BrokerCheck