I am an LPL Financial Advisor with Kinecta Wealth Management, where my primary focus is helping clients achieve their long-term financial goals leading up to and during retirement through asset management, financial planning and education. I am dedicated to providing comprehensive financial guidance for my clients and take pride in supporting clients with exceptional service and a detailed roadmap to reaching their financial goals.
With over 25 years of experience in the financial services industry, my strong economic background includes a master’s degree in business administration from California Lutheran University and designation as an Accredited Asset Management Specialist® (AAMS®). Helping my clients invest responsibly by managing risk and helping them aim to meet their unique goals is what brings me the most satisfaction in my work. I believe that operating with integrity, working hard for my clients, and taking care to educate them on their options is the most significant value I provide. Everyone has a story and different goals or dreams they want to achieve. My job is to provide confidence in helping individuals realize as many of those dreams as possible while also managing their level of risk.
My mission is to positively impact other people's lives, and I believe there are many ways to do that. I enjoy working closely with clients to realize their goals and helping to guide them along the way. Nothing brings me greater pleasure than seeing investors' faces when I tell them they are ready to retire.
I currently reside in Goleta, California, where I enjoy the unique mix of mountains and beaches, along with fantastic weather year-round. Outside of work, I cherish spending quality time with my family, reading and traveling. Additionally, I am passionate about mentoring and coaching youth sports.
Registrations held through LPL Financial: 7 and 63.
Registered for Securities in the following states: AZ, CA, CO, FL, GA, HI, ID, LA, MD, MI, MS, NC, NV, NY, OR, SC, TN, TX, UT and WA.
Check the background of this investment professional on FINRA’s BrokerCheck.