Title: Financial Advisor
Credentials: Degree in Business Administration from San Francisco State University. I hold Series 6, 63; and 65 security licenses as well as a Life Insurance license.
Favorite Movie or TV Show: The Godfather. The Office, Chopped, Game of Thrones.
Favorite Game/Sport: Baseball
My Role: My mission is to develop long-term relationships with our clients and to be a source of knowledge for them. It is my responsibility to work with each individual family, and to learn what their goals are. Then to present a comprehensive plan for them to best achieve those goals.
Best Part of My Job: Building relationship with my families I work with and watching them achieve their dreams.
Hobbies & Interest: I love to cook and play golf! I also enjoy being outdoors, playing sports, and hiking.
Volunteer & Philanthropy: Work with kids in youth sports and helping with volunteer events for United Way.