13305 Penn Street, Suite 130
Whittier, CA 90602
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
United States Military Academy at West Point (1982-1986), The American College (2005-2007)
Hobbies
Chess, The Outdoors
Affiliations & Memberships
Member of the Society of Financial Service Professionals
Languages: English
Credentials: ChFC®, CLU®, BFA
Specialties:Insurance Strategies, Risk Management Strategies, Estate Planning, Retirement Income Planning, Business Owners, Charitable Giving, Financial Education, College Funding Strategies, LGBTQ, Group Benefits, Investment Strategies
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