Specialties
About Me
I’ve always believed that building strong, meaningful relationships and doing what’s right, even when it means putting money aside, has been the key to growing my practice.
I’m a planner who’s really passionate about understanding people, and putting them first. I want to get to know where they’re coming from, how they see the world, and what drives them to make the choices they do for themselves and their loved ones. That way, we can create a plan that’s truly unique to them.
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Interests & Hobbies
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Credentials
CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, AAMS®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of TriFlame Capital and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by TriFlame Capital an Investment Advisor in the State of California. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.