As an Independent Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Prior to joining Wedbush, I held positions at Wells Fargo Advisors and Morgan Stanley, with a total of 17 years experience in the financial advisory space. I graduated from LaSalle Military Academy and hold my FINRA series 7, 63, and 65 licenses. I love the great outdoors and have coached both High School Girls Softball and Recreational Soccer teams, as well as being the Former Vice Chairman of the City of Palm Springs Parks and Recreation. I am currently a board member of Palm Desert's Youth Sports Association, as well as a member of Mensa.
- Estate Planning
- Retirement Planning
- Wealth Management