About Me

My staff and I have worked hard to build a client centered practice over the years. Financial products can be very complicated and overwhelming.We pride ourselves on being great problem solvers with your financial concerns. We will most importantly listen, then will work to make things easy to understand and comprehend so you can make confident and informed decisions about your family's financial future.

My wife and I reside in Ladera Ranch, CA with our three daughters Kenzie, Kambry and Kylie.

 

ACHEIVEMENTS

  • CERTIFIED FINANCIAL PLANNER(R)
  • MDRT* Court of the Table 2012, 2013, 2014
  • Chairman's Council** Agent 2014, 2015
  • New Org Paid Life Case Leader 2008
  • B.S. Electrical Engineering Cal Poly SLO
  • Former NFL Football Player for 5 Seasons
  • Former CA Real Estate Broker

* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales perforamnce in the insurance and financial services industry. ** Council is an annyal company recognition program based on agent production from July 1-June 30.

 

 

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