Office: (949) 486-8336Cell: (949) 280-7263
As a Financial Advisor, it is my mission to help individuals, families, and businesses achieve their unique goals and needs. I’m passionate about building relationships and bringing immediate value to my clients by helping them find financial balance. Together, we create custom plans that help protect their assets and build their wealth for retirement. I am a graduate of Oregon State University, with a career background in the athletic industry in sales, management, and consulting. I joined Pacific Advisors in 2013 with a drive to help people holistically with their financial health. I give specific focus to those who work in collegiate athletics because of their tremendous impact on young adults. When I’m not working, I enjoy the outdoors, exercise, music, and spending time with family and friends. I'm proud to live in sunny Orange County, and I serve clients at our Newport Beach office and throughout California.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
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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.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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 Number - 0I69087. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.