I have the privilege of serving members in my community to help reach their long-term goals while making room for short-term goals along the way.
My job and passion is to team up with members of my community to help achieve their financial goals by understanding what is truly important to them. Secondly, I strive to create an effective strategy to help my clients feel secure in their financial future. Whether you’re preparing for or living in retirement, setting aside money for college or looking to achieve another financial goal, I equip my clients with the resources they need because my clients’ goals are my goals.
My entire professional career has been spent helping people achieve their financial dreams and goals. I believe that helping others is the quickest way to making your own life better. My business and my clients’ solutions are a reflection of that culture. Each person has a story regarding their financial picture when it comes to what they did, are doing now and want to do. I work best with those who have new goals, future goals or simply would like a second opinion of their current financial strategy.
If this person is you, please don’t hesitate to contact me to simply have a conversation about what is most important to you!
I live in Indio with my two children and I graduated from UCLA with a BA in economics. I went on to achieve my MBA from the University of Phoenix.
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