Office - 714.255.5126
Mobile - 714.307.4440
Throughout my career, I've had the pleasure of helping hundreds of clients with their insurance and financial needs. I take great pride in learning about my client and the unique set of needs each brings to the table — regardless of whether it's personal or for a business endeavor. I provide a variety of services for both personal and business planning and I am also proud to represent a handful of companies — New York Life, TransAmerica, BlueCross BlueShield, West Coast Life Insurance Company, MetLife, and Anthem.
I encourage you to contact me to discuss your needs and together, we can map out the best solution that's best for you and your loved ones.
With about a decade of industry experience and hundreds of clients that rely on me to help plan for their future, I've had the good fortune of being successful at what I do. It starts with my dedication and commitment to my clients and that's the foundation in which I extend my roots. I also strive to provide honest advice because it's the fastest way to assess your goals and plan for your future.
Here are some of my notable career achievements:
I currently represent New York Life, TransAmerica, BlueCross BlueShield, West Coast Life Insurance Company, MetLife, and Anthem. I am also proudly licensed in Alabama, Arizona, Arkansas, California, Florida, Georgia, Illinois, Louisiana, Mississippi, Montana, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, and Texas.
To learn more about myself and the services I provide, please feel free to contact me
To serve the community so that I am recognized as a leading financial advisor. I will provide the best services and offer the best products to meet your needs such as creating wealth for your family and providing financial security for your loved ones.
