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"My goal is to help our members
achieve
their financial hopes and dreams of retirement.
I treat each client as I would a member of my
own family - with dedication, commitment, and
trust."
Registered through our broker dealer, Wescom Financial Services, LLC
Series 7 - General Securities Representative.
Currently approved registrations in AZ and CA.
Series 63 - Uniform State Law, Series 66 - Uniform
Combined State Law
Additional Qualifications
California Insurance Agent, License #0B38656 -
Life, Variable Contracts; Certified Senior Advisor;
Long Term Care
- Trust Liaison Officer, help members determine their trust & estate planning needs.
Additional training
Life Underwriters Training Council - Personal
Insurance Planning, Disability Income
Professional Affiliations
Society of Certified Senior Advisors; Anaheim
Chamber of Commerce; Anaheim Chamber Ambassadors
Previous Experience
Fidelity Federal Bank; Lincoln Financial Advisors;
Massachusetts Mutual Life
Personal Interests
Anaheim Angels fan; Los Angeles Dodgers fan; Music
and camping enthusiast
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