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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Take Your Financial Future To New Heights
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
As a Financial Advisor, I serve a variety of clients in the greater Sacramento area. I recognize the quality of the client relationship as the hallmark for success. Only by helping clients visualize their potential for financial security can I keep the client headed in the right direction to achieve their financial goals.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4