As a Financial Consultant with Equitable Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short and long term needs.
As a member of the Retirement Benefits Group (RBG) team, my primary focus is helping the K-12 public educator market and their families build secure financial futures. Some of the major areas I focus on are retirement planning, investments, college funding, and risk management. Equitable Advisors enables me to help my clients by providing a large network of products and services, and our open architecture platform allows me to tailor recommendations to your unique situation. I work with clients to provide personalized comprehensive planning strategies through an educational approach. I have always felt it is very important for clients to understand not only what we are doing, but why we are doing it.
I was born and raised in Los Angeles and moved to Seattle to attend The University of Washington (go dawgs!). When I'm not working, I enjoy golfing, spending time with friends and exploring the amazing Pacific Northwest.
I look forward to meeting with you and discussing how we can best plan for your future.
CA Insurance License #0F91309