With over 10 years of experience in the insurance and financial services industry, I am a passionate and driven managing director at Pacific Advisors. We are dedicated to helping clients work toward achieving their retirement goals and financial confidence. My mission is to provide innovative and customized solutions that meet the diverse and evolving needs of our clients. I leverage my experience in investments, retirement planning, and financial services to deliver exceptional value and service to our clients and partners. I am also committed to fostering a culture of collaboration, inclusion, and excellence within our team and organization.
Prior to joining Pacific Advisors - I was a senior partner at New York Life Insurance Company, where I led a team of professionals who provided insurance, financial, estate, personal, and business planning services to individuals and businesses. I was responsible for recruiting, training, and mentoring new agents, as well as developing and executing strategies to grow our client base and revenue. I also contributed to the development and implementation of new products and services, such as the Retirement Income Plan, that enhanced our competitive edge and customer satisfaction. I applied my skills in retirement, financial services, and investments to help our clients work towards their financial goals and protect their loved ones.
PATH OF CONFIDENCE TM
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?
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COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES
Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
This material is intended for general use. By providing this content the Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0E19409.