When people dream of their future, they do not often picture multiple careers in different disciplines, but that is what happened to me. I have been a teacher, an athletic coach, a computer programmer, a Vice President of a software company, and a Financial Planner. All these varied past experiences have served me well at Wealth Consulting Group where I have a passion for helping clients feel empowered and confident in their financial decisions. The combination of teaching, coaching, problem solving, and building and maintaining client relationships worldwide and delivering outstanding service in a timely manner easily translates to my financial planning practice.
By integrating clients’ short-term and long-term investment goals with their personal story and circumstances, I hope to create a sense of fulfillment, confidence, and empowerment. I see myself as a partner in understanding how clients weave their world view into an implemented financial strategy. It is powerful when a client can envision their future and address their concerns around financial decisions.
I am a proponent of sustainable and responsible investments and deeply believe that we can harness the power of economic progress to create positive impact while supporting personal and financial goals.
I live in Rancho Mirage where I am a member at Mission Hills, I enjoy playing golf and pickleball. I have a goal of visiting all the National Parks and spend time in the summer traveling with friends, family and two doodles Bumper and Penny in an RV.
I have been in financial advisory services for 11 years. I hold a degree in education as well as California Life Insurance licenses. I am a registered representative with and hold my series 7 registration with LPL Financial. I hold my series 66 registration with WCG Wealth Advisors and LPL Financial.
CA Insurance Lic#0G39694
"Be happy for this moment. This moment is your life."