Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies.
Holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, as well as the FINRA Series 7 securities registration and California life, accident, and health insurance licenses
Earned a bachelor’s degree in finance from Biola University
Has prior experience conducting research and analysis and implementing advanced estate and business strategies with independent advisors
