I began my investment career in 1992 and have been a member of the Pacific Wealth Management team since its formation. As Portfolio Manager and Investment Policy Committee member, I monitor our clients investments daily to ensure they are properly allocated. I am committed to helping our clients remain informed and produce disciplined investment performance reports of their progress toward their important financial goals.
I received my bachelor’s degree in economics from San Diego State University and Chartered Retirement Plans Specialist® designation from the College for Financial Planning. I hold the FINRA Series 7, 63 and 65 financial services licenses, as well as life and disability insurance licenses (California). In my spare time, I enjoy exercising outdoors and playing golf.
