Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Financial Education, Retirement Strategies, Business Succession Planning, Risk Management Strategies
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
University of Colorado Boulder (2016-2020)
1199 E Walnut Ave
Pasadena, CA 91106