As a Financial Advisor, I help people translate their financial needs and concerns into sound plans. In one way or another, I have spent my career helping client and businesses pursue their goals by aligning needs with products and services.
I was born in Burbank, I live in Woodland Hills and have always called the San Fernando Valley my home. I received a Finance degree from Georgetown University and began my career as an IT Project Manager. I enjoyed helping my clients, but realized that I preferred being able to help people more directly, which I do now as a Financial Advisor.
The parallels between the success of an IT Project and the ability to pursue personal goals are great. Both require a well thought out plan, although success is not reached through planning alone. Without execution, a plan is nothing more than organized ideas. A good Project Manager coordinates input from various sources, much like my clients that are receiving input from all their advisors. Often advice that comes from areas such as Tax, Law, Ownership and Estate, can come in conflict leaving a client with the difficulty of finding consensus.
Sound advice starts with a relationship built on trust, and I hope to earn your trust by helping in various ways, such as: Investment Strategy, Planning for Life Events and Wealth Management.
CA Insurance License #0I49040
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18