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"Our members' hopes and dreams for the future
are dependant on the financial plan they prepare
today. For more than 19 years, I've made it my
personal goal to help them."
Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 63 - Uniform State Law
Series 66 - Investment Advisor Law
Additional Qualifications
California Insurance Agent, License #0B05338
- Trust Liaison Officer, help members determine their trust & estate planning needs.
Previous Experience
Sanwa Bank/United California Bank; Merrill Lynch;
Prudential Bach Securities
Personal Interests
Tennis, Golf and Guitar enthusiast; Vintage guitar
collection
Securities State Registration
AZ, CA, CO, ID, MS, NV, NM, OR, TX, UT, WA
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