Insurance Strategies, Business Owners, Business Succession Planning, Risk Management Strategies, Estate Planning
English
I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
Santa Clara University - Graduated in 2008
Golf
Reading
Hanging out with the family
Traveling
AGC of Oregon
MAC Golf Committee