Looking to expand practice. Have worked in industry for 25 years, the last 15 years with my current firm. Perfect compliance record throughout my career. Graduate of Loyola Marymount University in Business Administration. I have an full service advisory practice and work tirelessly to build lasting, trusted relationships with my clients, many of whom have been with me for many years. Our investment recommendations apply consistent rules-based solutions that are tailored to each clients' unique circumstances and objectives.
The overarching goal of my practice is to be the most valuable, trusted advisory resource to each and every one of my clients.