My team and I work to understand and solve our client’s needs. For many it is about proper asset protection and for others, it is about an effective distribution strategy. I work with a team of over 40 financial professionals daily, including my own team of John Kramer and Ryan Freeman. We take our clients through a comprehensive planning model using tools such as the Living Balance Sheet^® and through collaborative efforts with their trusted advisors, we devise and implement a plan that creates options along the journey. I challenge my team and clients to get comfortable thinking big, experiencing today, and being prepared for tomorrows. 

Prior to my experience as a financial professional, I was in the loss prevention world where I worked using interviewing and interrogation techniques to help resolve problems within companies. I made the career change in 2008 because I wanted to have a platform to help as many people as possible. I wanted to change the world, starting with my own. My goal was to be a role model for my children and my result has been helping to create an incredible life for the people I encounter.

Born and raised in the San Fransisco Bay Area, I moved to Orange County in 2000. I have two adult children, my oldest who is married and a successful business owner in the OC and another son who recently graduated from college and after a short stint in the Public Relations field, moved into our practice. 

I have relocated, I have raised children, I have run businesses, and I have experienced life. I live with no regrets on yesterdays, I am prepared for my tomorrows, and I live the heck out of my todays!