California Insurance License #:0H23166
With more than 30 years of experience in the financial services industry, I’m committed to helping individuals and families navigate life’s financial decisions with clarity, confidence, and personal care. As a Financial Consultant, I provide a local, relationship-driven experience backed by the strength and resources of Ascent Financial Group.
Throughout my career, I’ve had the privilege of serving a wide range of clients, including educators and public employees through programs like PSERS (Public School Employees’ Retirement System). My approach is rooted in building trust and truly understanding my clients’ goals, whether it’s planning for retirement, preparing for a child’s education, or designing a business continuation strategy.
My areas of focus include retirement planning, estate planning strategies, educational funding, and business succession planning. I believe that reaching financial freedom should be a personal and meaningful journey, and I’m here to help guide every step of the way.
I hold the Chartered Life Underwriter (CLU®) designation from The American College of Financial Services and earned a Bachelor of Science in Marketing from Robert Morris University.
Outside of the office, I enjoy traveling and spending quality time with my family. Whether I’m helping a client map out their future or planning a trip with loved ones, I value connection, clarity, and living life with purpose.