What is your dream for where you would like your finances to go?
My intention is to help guide your success toward a future for you and those that matter to you. By understanding your needs, my branch team and I will give you the support you need to help achieve those goals.
My practice has been in Westlake Village for the last seven years. I focus on helping families and individuals with retirement, education saving strategies, divorce finances and wealth strategies. I also partner with small businesses and entrepreneurs with serious long-term financial goals.
I am a CFP® professional and a California-licensed Life and Health Insurance Agent with a CRPS™ designation, with Series 66 and Series 7 registrations. My educational background includes a bachelor's degree in business administration and management from Cal State University Channel Islands.
As an Eagle Scout, experienced scuba diver and martial arts instructor, my accomplishments have led me to actively serve on the boards of the Conejo Open Space Foundation and Boys Scouts of America for Ventura and Western Los Angeles County councils. I am passionate about supporting our Conejo Valley community and continuously supporting local business professional groups in the region.
Karen Nichols and Taylor Bosma, my Branch Office Administrators, have over 10 years of combined experience in office administration and client services. Both are dedicated to providing our clients with high-level service.
My branch team and I are here to listen, understand your goals and commit to what is important to you.
Retirement Income Strategies
Insurance & Annuities
Estate & Legacy Strategies
Employee Stock Options
Entrepreneurs & Business Owners
Business Retirement Plans
