1410 Rocky Ridge Dr, Ste 330
Roseville, CA 95661
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Education
Pacific Union College (1994-1998)
Affiliations & Memberships
Member of Finseca, Member of NAIFA
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck