JD**, CSPG, CAP®, AEP®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Risk Management Strategies, Retirement Strategies, Financial Planning ®
English
I am dedicated to making a difference in people's lives. Along with a team of professionals, I offer guidance to my clients to help them reach their goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
**Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Pacific Union College (1994-1998)
University of the Pacific, McGeorge School of Law (1998-2001)
American Institute for Philanthropic Studies, California State University, Long Beach Research Foundation (2013-2016)
The American College of Financial Services (2022)
Traveling
Cooking
Plant-based Cuisine
Anthony M. Kennedy Inn of Court
Pacific Union Conference Adventist Attorneys Association
WealthCounsel
Sacramento Estate Planning Council
Granite Bay Hilltop Seventh-day Adventist Church