My Bio

I am a San Diego native and United States Air Force Veteran. I’ve lived in CA, TX, and AK. After my time in the service, I worked in Skilled Nursing Facility department management for 7 years while attending College. From this experience, I gained a deep understanding of the needs and challenges people face at different stages in life. Both from a personal life perspective, and professional experience as people progress along a life / career timeline. It is through this lens I guide my clients through long term life planning while not losing focus on the immediate needs and details. Life is about balance, so is your financial plan.

My Financial Planning Process

We start by analyzing your current financial position. Then, we identify and prioritize your short, mid, and long term goals. Once we have the direction you want to head, we develop an action plan to get you started on the path. We finally have regularly scheduled check ins to monitor progress and make adjustments as life presents opportunities and obstacles to navigate around. Having your goals lined out, a path to reach them, and a guide along the way will allow for both small successes at milestones, as well as bigger picture achievements along the way. This will ultimately end in successfully traveling to the places you want to be financially and having the peace of mind that comes with knowing how far you’ve journeyed to get there. As life goes on you will thank yourself for preparing now. Ask me how to start the next step on your journey to financial independence today.