My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client.
Hobbies
Sports, Gym, Music
Community Involvement
Santos Soccer Club
Languages: English, Spanish
Specialties:Insurance Strategies, Business Owners, LGBTQ, Military, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education