My Qualification

I have served in the financial industry as a financial advisor and as a manager for 31 years.  I began my financial planning practice in 2003. A graduate of Brigham Young University, Utah with a M.B.A. degree concentrated in Finance and Investment in 1985.  I am also a member of prestigious organizations such as the National Association of Insurance and Financial Advisors and have achieved the National Quality Award (received in 1991). 

I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal program that I can provide is a roadmap to working toward a more secure financial future.

I am licensed and registered to offer products and services in California. Please contact this office for further information.

 

MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance agencies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

CRN202007-233940

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