Specialties
Retirement PlanningBusiness OwnersFinancial PlanningTax PlanningLife Insurance
About Me
Financial Services Professional helping clients with custom tailored solutions to retirement planning, estate conservation, insurance protection, and other personal or business financial needs
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Interests & Hobbies
FootballBasketballChessTennisPickleballSportsFresno StateFamilyfresno state bulldogssan francisco 49ersfantasty footballexercisemoneywealth planningfinancial planningeducationteachingtravelvacationfamilynflnbatax planninglife insurancewealth transfergenerational planning
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Credentials
RICP
Chartered Designations
What do these credentials mean?
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Disclosures
*Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC) , A Licensed Insurance Agency and a New York Life Company If you do not wish to receive email communications from New York Life and/or NYLIFE Securities LLC, please reply to this email, using the words "Opt out" in the subject line. Please copy email_optout@newyorklife.com