| "My strengths as a Senior Advisor comes from 10 years of experience in the financial planning industry and building long-term relationships with clients. My mission is to help members achieve financial success and accomplish their financial dreams using a carefully planned strategy. It is my goal to provide solid, prudent advice to my clients, and doing it with the highest level of integrity and competency."
Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 63 - Uniform State Law
Series 66 - Uniformed Combined State Law
Additional Qualifications
California Insurance Agent License #OE22116
Educational Background
Cleveland State University, BS
Previous Experience
Great-West Retirement Services, Securities America, American Express Financial Advisors
Personal Interests
Coaching baseball, basketball, and volunteering at local YMCA
Securities State Registration
CA, OH
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