I specialize in helping business owners and their teams:

• Eliminate unnecessary audits and reduce plan-related stress
• Maximize tax savings through strategic plan design
• Strengthen investment lineups with flat-fee, commission-free advice
• Educate employees so they actually understand and value their benefits

Whether you're managing a new plan, scaling an existing one, or just want a second set of eyes on your fiduciary responsibilities — I’m here to help.

I combine deep technical knowledge with personal attention. You’ll always get honest advice, straight answers, and a service approach that puts your success first.

I hold licenses including Series 6, 63, and 65 through Cetera Advisor Networks and am an insurance-licensed professional. I’ve worked across both “business” and “individual” retirement planning — giving me a unique ability to connect your goals with real-world strategies.

When I’m not helping clients build stronger retirement plans, you can find me in Glendora, California, enjoying life with my two Boston Terriers or playing guitar (I'm a proud musician). I believe in giving generously, living purposefully, and building a business that reflects my values.

My motto: “Bring passion to everything you do.”

Retirement benefits don’t have to be confusing. With the right partner, they can become a powerful tool for retention, savings, and growth. Let’s talk about how I can help simplify your 401(k) — and elevate the value it brings to your business and your team.