LPL Registered Principal
I was born and raised in the state of Oregon and attended the University of Oregon. As the first person in my family to attend college, I understand how important education is in changing the trajectory of someone's life. My parents are hardworking blue collar people who have provided me with a strong emotional support system. My career in financial services began more than 20 years ago when I moved to San Diego. As someone who has started and built a successful business, I feel that I am well equipped to help my clients build and preserve their hard-earned wealth. I am committed to building long-term relationships based upon trust, honesty and accountability.
I am an outgoing and energetic person who loves travel and running. I am also grateful for the opportunity to volunteer with organizations that make an impact in other people's lives, specifically the University of Oregon Alumni Board, The Lucky Duck Foundation, Junior Achievement, The Captain Joseph House and the Rock Church.
If you have questions, please call my office to schedule a convenient time to meet.