CPA*
Insurance Strategies, Business Owners, Military, Retirement Income Planning, Retirement Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Business Succession Planning
English, Spanish
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Nevada
MM202503-300856
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George Mason University, BS Accounting
University of Phoenix, MBA
Exercising
Cycling
Music
Dancing
ALPFA &
ALVA NonProfit Organizations