About

I come from four generations of bankers and pass that knowledge onto my clients. Before obtaining my licenses I was a Bank Manager. I have also owned and grew a Civil Engineering and a "Hard Rock" Mining Company. As a FINRA Registered Principal, I help individuals protect their income and implement strategies for portfolio protection and growth. For businesses I implement compliant deferred compensation plans such as 401k plans. 

BUILDING AND PROTECTING DREAMS!

My agency’s focus is on distributing the strategies used on Wall Street to Main Street. 

For individuals I start by providing, without cost, a financial education. The uncomfortable topics of dying too soon and living too long. Could you write a check today to cover your debts, obligations, and secure your families future if something would happen to you tomorrow? Or, when it's your retirement day, will your financial house be strong enough to support the lifestyle you are dreaming of? 

We need solutions for (1) income protection, (2) planning for your future, (3) debt elimination and (4) an income source you can control.

For businesses my agency focuses on differed compensation, such as 401k plans. For example, few California employers know about the State’s CalSavers mandate, with significant non-compliance penalties. I also provide a review of existing plans. 401k plan compliance is not a one-time activity - but it’s often treated like one . Plans need a regular review.

I help attract and keep valuable employees though deferred compensation plans and provide them access to a licensed professional. I also conduct complementary employee financial workshops.

• Trust & communication are key to gain the peace of mind that is financial independence.
• You have sacrificed to get this wealth.
• I will honor and will do all I can to protect and grow your wealth and achieve your goals.
• I appreciate the opportunity to prove I am worthy of your trust.

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