Professional

I am a seasoned professional with a broad understanding of business practices. My MBA in Finance helps me to navigate balance sheets and income statements; my multi industry experience helps me to better understand my clients' obstacles and objectives.

Since I joined the Northwestern Mutual Financial Network, I have built a practice desisgned to offer value to you, my client. My work and life experience provides my clients great perspective on how best to move forward. I have enjoyed many years of professional sales and sales management with companies like GE Capital, Ambac Financial, and National Starch and Chemical. Over the last 28 years, I have provided value to my clients in cash flow management, capital equipment financing, communications, and employee retention and benefit structuring.

My work here at Northwestern Mutual Financial Network allows me to provide the most meaningful value to you, my client. I help my clients protect their treasured families and accumulate wealth to provide for a more secure future. The strength of the Network allows me to utilize experts in specific fields to ensure that my clients' needs are looked at from every possible perspective.

I am quite proud of the strong relationships that I build with my clients. I am committed to my clients' success. They know they have a disciplined, focused financial representative looking out for their best interests.

Associations and Memberships

Founding Member, and Chairman Professional Advisors Council, Children's Hospital, Orange County

Member of the Newport Beach Chamber of Commerce

Member of the Santa Ana Chamber of Commerce

Member Corona del Mar Chamber of Commerce

Board Member Orange County Partnership for Philanthropic Planning

Community Advisors Council, California State University, Long Beach

Board Member Corona del Mar Residents Association

Patron, Orange County Museum of Art

Member Ocean Institute Charitable Gifting Committee

American Cancer Society

Years of Experience

Representing Northwestern Mutual since 2002.

Education