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"I have always focused on each client as
an individual, with goals and objectives unique
to their own lifestyle. It is my responsibility
to match the product and services for my client
to that lifestyle."
Registered through our broker dealer, Wescom Financial Services, LLC
Series 7 - General Securities Representative
Series 65 - Uniform Investment Advisor Law
Additional Qualifications
California Insurance Agent, License #0691213 -
Life, Variable Contracts
- Trust Liaison Officer, help members determine their trust & estate planning needs.
Professional Affiliations
Business Network International; San Dimas Chapter
- Rotary International; San Dimas Chapter - Board
of Directors; Money Management and Investments
- Contributing Editor
Previous Experience
Allstate Financial Services; Wells Fargo Securities
Personal Interests
Avid race fan and occasional participant
Securities State Registration
AZ, CA
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