San Dimas Office
413 East Foothill Boulevard, Suite 100
Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Managing Director/Founder, Portfolio Manager
LPL Financial Advisor
Branch Operations Manager
Administrative Operations Manager
Vice President, Trading Operation Administrator
Managing Partner & Chief Investment Officer
Vice President, Portfolio Consulting & Analytics
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.