Welcome to my site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Please browse through my “Resources” page.  There you will find extensive information for just about all your questions!  From that page you can also “Request A Quote” and of course you are encouraged to contact me personally at any time.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

I am an independently contracted Agency Vice President affiliated with HBW Insurance & Financial Services, Inc. I believe that my greatest responsibility is to understand your needs and concerns and ensure that you have a financial strategy that you understand and are comfortable with.

My ability to provide excellent service has grown out of my unique and diverse training and experience.  I started in public service as a Deputy Sheriff on the Los Angeles County Sheriffs’ department for 14 years.  I left the field of law enforcement to serve as the Executive Director for Renewed Families a non-profit organization I founded to help at-risk teens and their families.

I made the transition from public service and philanthropy to finance with Wells Fargo where as a Branch Manager my leadership provided oversight to two branches simultaneously.  My experience is complemented by a Masters Degree in Business Administration.