San Dimas Office
413 East Foothill Boulevard, Suite 100
My reason for becoming an independent Financial Advisor is deeply personal. I have a passion to be of service to those who need our help and offer them the highest level of care and comprehensive services. At Homestead Wealth Management, we refuse to treat people like numbers; kindness and respect are the foundation of all our client relationships.
Over the years I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community and take a holistic approach to serving clients.
Homestead Wealth Management Team
Managing Director/Founder, Portfolio Manager
Administrative Operations Manager
Assistant Vice President, Compliance
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
My team of professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.