With nearly 30 years of experience as a Financial Advisor, I'm deeply committed to helping individuals and businesses seek to build a strong financial future. I remain abreast of industry trends through continuing education and working closely with my team to provide advice tailored to each individual's situation. My goal has always been to provide exceptional service to my clients.
My career path has been unique…beginning my career in Washington DC, while finishing my studies at UCLA. While in DC, I worked for the Economic Strategy Institute, tailoring public policy. Yet, I realized I was destined to be in a service-type business. Upon my return from our Nation's Capital, I started at Smith Barney, Beverly Hills, as part of a team concept. Once I gained valuable experience, I ultimately landed at Bank of America, where I started advising clients in 1995. While trying to find the right fit for myself and my clients, I also worked at Merrill Lynch and Prudential Financial before finally deciding to work independently with Linsco/Private Ledger, now LPL Financial, over 20 years ago.
Today, I am proud to be associated with LPL Financial, the largest independent brokerage firm in the country*. LPL is at the forefront of technology and customer service, providing invaluable support to my independent practice.
In my leisure time, I enjoy traveling, live music, and spending quality time with my clients and loved ones.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue.