My Story
My educational background includes a BSc in Mathematics from the University of Oklahoma in 1985. After graduation I worked twenty-two years in the Consumer Finance Industry in many channels with high emphasis in information system analysis. I later moved forward to start my own practice in 2008.
As a Certified Plan Fiduciary Advisor, I enjoy helping you create a personalized financial plan to help you reach your financial goals. I discuss your current financial situation along with your financial goals and together, and design a plan customized to your needs.
Lincoln Investment believes financial well-being should be accessible to everyone. We opened our doors 50 years ago to focus on the retirement needs of educators and employees of nonprofit organizations. Today, our retirement and investment services include retirement planning, as well as personalized financial planning, investment management, estate planning, wealth planning and much more.
My mission is to help our clients achieve their long-term financial goals through the guidance of financial advice and quality investment choices.
Qualifications
- FINRA Series 6, 7, 63, and 65 security registrations
- life and health insurance licenses (CA Ins #0G25597).
About Me
Outside the office I enjoy quality family time whether it's watching sports with my son, playing golf with my daughter, or visiting the beach with my wife. I try to always find time to balance work and family.