Our Qualifications

I have been working with individuals and businesses in the San Diego area for more than two decades and have been a licensed registered representative since 1981.

I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances. Referrals from my clients are always welcome and will be shown the same professional level of service.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services.  I believe in the synergy created by regular reviews and meetings. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I'm looking forward to using my expertise and LPL Financial's vast resources to help you pursue your financial goals.