My Qualifications

Qualification is defined as having the ability, certifications and experience to accomplish a particular task.  I hold a securities registration Series 7 and 66.

I am securities registered to conduct business in California, Colorado, Oregon and Washington. I am also licensed to provide insurance products such as annuities and life insurance in Washington, Oregon and California.

My educational background includes holding an MBA in Financial Planning, a BS in Accounting and a BS in Finance. I have worked in the corporate world managing large budgets, accounting, project management and as a tax specialist. During my career as a small business owner, I've worked professionally preparing individual and business taxes plus selling property-life-casualty insurance as an independent agent. Since 2003 I have practiced as a financial professional.

I am committed to developing lasting relationships with all my clients. I strongly believe in helping you assess your financial goals and working with you to manage your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. I spend a great deal of time ensuring you understand the reasons for my advice and the options you have for your financial future. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my experience to help you pursue your financial goals. Contact me to get started.