Insurance Strategies, Business Owners, College Funding Strategies, Retirement Income Planning, Financial Education, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies
English, Spanish
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
CRN202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
University of Oregon (2016-2020)