| "For nearly
20 years, I have utilized proven principles of
sound financial planning to help clients reach
their financial needs, goals, and dreams. I am
committed to helping each member develop a blueprint
for financial achievement."
Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 63 - Uniform State Law
Series 66 - Uniformed Combined State Law
Additional Qualifications
California Insurance Agent License #0665731
Long Term Care Certified
Trust Liaison Officer
Previous Experience
Waddell and Reed Financial Services, California
Federal Investment Services, Fidelity Federal
Investment Service, Citicorp Investment Services
Personal Interests
Travel, Hiking, Music, Cycling, Water Sports
Securities State Registration
CA, NV, OR, TN, WA
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