A LITTLE ABOUT ME
I was born and raised in SoCal. My background in hospitality gives me an understanding of how to provide red-carpet service while my background in programming provides the logic and critical thinking needed to help people accomplish their financial goals. I am detail-oriented and work hard to deliver the best options specifically tafor my clients.
The value I add is helping my clients understand the big picture. I focus on creating a life-long partnership with my clients. I take into consideration my clients financial situation and goals to put them in the best situation possible. I get fulfillment from knowing my clients are being taken care of and are better off after working with me.
In my free time, I enjoy surfing and spending time at the beach.
23101 Lake Center Dr, Suite 250
Lake Forest, CA 92630