| "One of the
most important qualities a consultant can have
is the ability to listen, really listen, to their
clients. What we do goes so far beyond rates and
investment profiles - we help our members develop
long-term goals tailored to their specific needs
now, and for years to come."
Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 63 - Uniform State Law
Additional Qualifications
California Insurance Agent License #0784579
Publications
Featured in the Spring 2001 issue of Perspective
(published by Massachusetts Financial Services)
Previous Experience
Prudential Insurance, Sanwa Bank California
Personal Interests
Lacrosse and Ice Hockey enthusiast
Securities State Registration
CA, AZ, IL, NV, WA
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