I have more than 25 years of experience in financial services and joined Elevage Partners in 2012. I share the firm’s passion and vision for helping clients retire successfully, and I strive to ensure that the work I contribute to their financial plans makes a meaningful difference in their lives.

What Sets Me Apart

• I hold a bachelor’s degree in economics from the University of California, Riverside, a master’s degree in economics from Cal Poly Pomona.

• My goal is to help clients feel confident and secure about their financial futures.

My Philosophy

Elevage Partners clients should be better off because of the work I’ve contributed to their financial plans.

A Bit About Me

Outside work I enjoy golf, tennis, reading, and family time.