Trusted advice & exceptional service


Welcome to my website!

I provide financial solutions to individuals and businesses in an easy-to-understand language. Many people can be intimidated in meeting a financial advisor for the first time. I provide assistance with retirement plans, IRA’s, trust and estate planning, life insurance and all types of marketable securities.

Reading through website profiles can be cumbersome, why don't you take the next step and contact me at 949-720-8968, and let's have a frank conversation about what makes your financial situation unique? 

Global Insight: The year of the tariff

Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out.  Read the full economic outlook in the latest edition of Global Insight.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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