Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Advisory services Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Education

University of California, Irvine - BA History 1999

Hobbies

Cycling, gardening, swimming, bag work/shadowboxing, karaoke, & loving our big Siberian cat

Community Involvement

Latino Coalition of Los Angeles - fmr member and Advisory Board. Kaba Modern Dance Crew