Our Qualifications

I grew up in the industry I love.  Our agency is my father's legacy, as he was a financial professional in the insurance business for over 47 years.  Upon graduating from Western State College in 1992, I immediately went to work for Oppenheimerfunds.  The experience I've had in the family practice, along with working in a major mutual fund family for 8 years, laid the ground work for where I am today.

My personal and professional experience has allowed me to work with individuals and businesses in the area for several years.  I am a licensed insurance agent and a Registered Representative with Royal Alliance Associates, Inc.  I am qualified to sell a variety of security and insurance products.

I'm dedicated to developing lasting relationships with our clients.  I believe in helping you assess your financial goals and participate in the management and achievement of those goals.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal relationship that we build, is a foundation to working toward a more secure financial future.

I looking forward to using my experience and expertise to help you pursue your financial goals.