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 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 am licensed to sell insurance in: CA license number 406203, AZ, NV, and NC. 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: 1140 Rocky Ridge Drive, Suite 300, Roseville, CA 95661

Education

Cal Poly San Luis Obispo 1989-1993

Hobbies

Coaching my twins sports teams, biking, judging wine, crafting with laser

Community Involvement

St. Ignatius Loyola Parish of Sacramento, East Sacramento Chamber of Commerce, Arden Little League, St Ignatius Soccer Club