I am a seasoned Registered Representative with WestPac Wealth Partners and bring over 8 years of dedicated experience to the world of finance. My mission revolves around cultivating enduring relationships with my clients, offering experienced guidance to help ensure a lifetime of financial confidence.
I take pride in understanding the unique financial aspirations of each client I work with. By collaborating closely with them, I aim to identify their individual definitions of financial stability. My goal is to then focus on crafting personalized solutions that align with and surpass their financial objectives. Whether it's addressing personal, family, or business needs, I am committed to providing tailored strategies that instill confidence and assurance.
Beyond my extensive finance background, I have accumulated over 5 years of specialized experience in Property and Casualty (P&C) insurance1. This dual proficiency allows me to approach financial strategies with a comprehensive view, considering both wealth accumulation and risk mitigation for a well-rounded financial portfolio.
As a trusted financial professional, I leverage my wealth of industry knowledge and a genuine passion for helping others achieve financial success. My commitment to excellence sets me apart, and I am honored to be a valuable member of the WestPac Wealth Partners team, guiding individuals and businesses towards prosperity.
I have a 5-month-old son, and we love hanging out with the family. Spending time together and watching him grow each day is such a joy. I'm a big fan of playing golf and enjoy watching baseball, football, hockey, and MMA. It's great to have various interests, and I look forward to sharing these activities with my son as he grows older. Our family time and shared interests mean everything to me.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License Number: 0G62177| 2024-168852 Exp. 02/26