What do you do for a living?
I assist individuals/families with their retirement, brokerage, and cash accounts for any opportunities in improving the planning, performance or cost.
There are thousands of Financial Advisors out there, why you?
I’m proud to say I had humble beginnings in life and to where I am now, I truly appreciate the power of generational wealth from a variety of spectrums and disciplines. These perspectives in my line of work are intangible. I’m also a CFP® professional, so I always put my clients interest first.
What kind of people do you work with?
What I love about my job is I can someway/somehow help anyone since finances affects us all. I enjoy the relationship building aspect of my job a lot.
My life pursuit is to never stop growing and improving myself as with the lives of others I’m connected with. I’m grateful to have a profession that allows me to directly influence individual lives for the better while giving me a purpose of self fulfillment. Outside of being a Financial Advisor, I'm heavily involved within the fitness/Crossfit and Golf community. These passions shape my identity in leadership, discipline, and attitude; important attributes to my client relationships.
I joined Bank of America in October of 2017, and have over 22 years of investment, credit and banking experience supporting the needs of high net worth individuals and their families. I provide wealth management services to help clients navigate the intricacies of investment management, estate planning strategies, and wealth preservation. I'm a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I also deliver access to credit solutions across various channels including business, philanthropic, and residential and commercial lending.
My dog and I are a Therapy Dog Team with the Children's Hospital LA Dog Therapy Program. I teach financial literacy classes at Los Angeles Unified District Schools and also volunteer with career development speeches in the inner city.
In my spare time I’m an avid golfer, enjoy Olympic weightlifting and competing in Crossfit®,Corgi dog ownership, skiing, and watching sports; especially football.
I hold a CrossFit® L-2 Certification and have a passion for coaching others in physical training, nutrition, and recovery.
\\\\\\\\\\*Banking and Lending Services are through Bank of America, N.A. (NMLS#582212)
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
