Assistant Vice President-Investments
My goal is to help you live the one life you have in the best way possible without undo sacrifice or risk.
I work closely with individuals and families who are experiencing a change to their personal financial picture. Whether those changes are brought upon by a voluntary or involuntary job change, a marriage or divorce, a death or a sudden influx of wealth, I have the education and experience to help you navigate the financial decisions that must be made.
I am a Financial Advisor with 16 years of experience and hold the Certified Financial Planner designation. My philosophy is to take a holistic approach and gain a full understanding of your financial picture FIRST, and then work on an implementation strategy to address your particular goals and concerns. I utilize our Envision® process to help you define your individual goals and develop a plan to achieve them. Then you can "follow your dot" to know just how you are doing.
Many individuals experiencing a change need someone to help guide them and help them make the choices that are right for their particular situation. I pride myself on providing customized strategies for each individual’s needs. These strategies cover many potential topics, including Retirement Planning, Investment Planning, Risk Management, Liability Management and Education Planning.
If Retirement Planning is of interest to you, be sure to check out Wells Fargo's retirement web site, Beyond Today, which provides tools, videos, articles, and a robust blog to help with the retirement planning process
I live in Marina Del Rey with my little Shitzu, Annie and am very active in my community. I served on the Board for Meals on Wheels West and Playa Venice Sunrise Rotary Club. I love to cook, travel, play golf, scuba dive and fly fish. And I have two beautiful grandchildren.
Allow me the privilege of helping you live the best life you can live!
Envision® is a registered service mark of Wells Fargo & Company and used under license