I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

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.

I am licensed to sell insurance in: CA Insurance License Number 0I2431

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 6701 Koll Center Parkway STE 140, Pleasanton CA 94566.

 

Education

Pittsburg State University (1984-1988) Bachelors, California State University East Bay (2003-2004) MBA

Hobbies

Reading, Golf, Wine, Walking Dogs, Travel

Community Involvement

Sandra J. Wing Healing Therapies Board of Directors, Rotary Club of Alamo Past President, Horizons Foundation Professional Action Committee, Trustegrity, Danville Area Chamber of Commerce