I am a proud U.S. Navy veteran turned financial strategist, specializing in financial services, tax planning, and leadership development. My journey began with a foundation of honor and precision during my service in the Navy’s aviation division, where I led teams executing critical missions both overseas and domestically. As part of this, I oversaw key aspects of fighter jet operations on land and aboard aircraft carriers, ensuring mission success in high-stakes environments. These experiences, including extensive deployments across Asia and the Emirates, broadened my global perspective and sharpened my ability to navigate complex challenges with confidence and leadership.
After my military career, I channeled my passion for financial empowerment into higher education, earning an Associate of Applied Science in Business Administration with an emphasis in accounting from Heald College, a Bachelor's in Business with a Financial Planning Certificate from the University of Phoenix, and an HR Management Certificate from California State University-Dominguez Hills. With over a decade of experience in financial services, I now provide tailored tax strategies and financial planning solutions, helping individuals and businesses build sustainable wealth and achieve financial freedom.
At the heart of my work is a commitment to helping others. My goal is not only to offer financial solutions but to empower clients. My mission is to guide individuals through the complexities of tax laws, investments, and financial planning, helping them make confident, informed decisions to secure their financial futures.
Beyond serving clients, I am deeply passionate about leadership development. I mentor individuals who aspire to grow, not just professionally, but as leaders within their communities. Imagine being part of a community where you are not only learning—you are thriving. You will gain the tools to unlock financial freedom for yourself and others, leading with integrity and a clear sense of purpose.
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