I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I look forward to working with you.

Education

BA in Business Administration and Finance Cal State Fullerton

Community Involvement

Board Member of Elite OC local non-profit organization.