I recently joined the group as a Financial Advisor and tax professional. I am a 2nd generation Californian and can be found hiking, playing electric bass (badly), reading or doing photography when I'm not with clients. I participate in quite a bit of charity work and have supported Meals on Wheels, the Museum of Contemporary Art and donate photographic work to a variety of charitable auctions.
- Chartered Retirement Planning Counselor℠
- Life insurance License
- Enrolled Agent (federally licensed tax practitioner)
- FINRA Series 7, 65
- BA Psychology UCLA (cum laude)
- BFA Photography from Art Center College of Design
Tax services are not offered through, or supervised by, The Lincoln Investment Companies.
CA Insurance Producer License #0H11678