In the ever-evolving landscape of financial planning, finding a guide who is not only experienced but deeply trustworthy can be a challenge. I’m here to make that journey not just easier but rewarding. Born and raised in Los Angeles, my work is dedicated to demystifying the complexities of financial planning, tax strategies, and retirement planning. As an Air Force veteran of the Viet Nam Era, I bring the discipline, precision, and commitment to service that was ingrained in me during my time in the military to every client interaction.

My academic and professional journey is built on a solid foundation of a Bachelor’s degree in Financial Planning, complemented by a license to offer life insurance and annuities. This blend of education and certification equips me with the tools to tailor solutions that not just meet but exceed your financial goals. With over 13 years of experience in this dynamic field, I have developed a nuanced understanding of the challenges and opportunities that come with managing wealth in today’s economic environment.

Since 2021, I have been a proud member of the Center for Tax Strategies & Resources (CTSR), an association that keeps me at the cutting edge of retirement planning, tax planning, and estate planning strategies. This membership signifies my commitment to offering you advanced, innovative solutions that navigate the complexities of finance with ease and precision.

At the heart of my approach is a simple philosophy: to “Live comfortably, give generously, then save or invest the rest of our money in ways that increase the value but minimize our taxes.” This guiding principle is about more than just financial success; it’s about crafting a life filled with purpose, generosity, and security. My goal is to help you cut through all the noise and fog that may obscure your vision of the future. By minimizing your income taxes and maximizing net distributions, I aim to chart a course to the retirement of your dreams, helping you achieve every goal you have for yourself, your loved ones, and the causes that matter to you.

Choosing a financial advisor is a significant decision—one that impacts not just your current state but your future well-being and legacy. With a steadfast commitment to your success, a rich background of experience, and a personalized approach to financial planning, I am here to guide you through every step of this journey.

Let’s embark on this path together, shaping a future where you live comfortably, give generously, and invest wisely. Your dreams for tomorrow start with the decisions you make today, and I’m here to ensure those decisions are informed, strategic, and aligned with your highest aspirations.