Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Financial Education
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.
CRN202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
College of Marin (2017-2019)
Oregon State University (2019-2021)
Oregon Institute of Technology (2021-2023)
Basketball
golf
socializing