Financial Sense® Advisors, Inc.
Lead Wealth Advisor
Financial Sense® Securities, Inc.
I love helping clients achieve their financial goals and I enjoy solving the unique puzzles that each client's financial plan presents. Building relationships and crafting customized solutions for each client is my passion. The most motivating aspect is seeing just how much their lives have changed over the years and I want to do all I can to help them reach their next goal.
I joined Financial Sense® in 2016 and became a CFP® in 2020. With an economics degree from CSUSM, I leverage analytical and interpersonal skills daily. My credentials include CES™, CTS™, Series 7 & 66 licenses, and CA insurance licenses.