I work with individuals and small businesses to accumulate, protect and distribute wealth. I value using an educational approach to financial planning in order to empower clients to make the best decision for their financial future.
I am originally from a small town in Northern California (Yreka) and obtained my B.S. in Business Administration with a focus in Finance from Chico State University. Building lasting relationships and helping people has always been something I am passionate about. I work with clients' one on one to offer proactive and practical planning and advising strategies in order for clients’ to take advantage of what is most important to them in life.
- Series 7 and 66 securities registrations through Equitable Advisors
- Life and Health Insurance License CA Insurance License #0N08377
- Business Administration; Finance – University of California Chico