Personal
My father was a very successful and award-winning television writer for such hit shows like Star Trek the Next Generation and 24. My mother was a teacher in the LAUSD school district for 30 years. They had a great life until my mother was diagnosed with cancer at the age of 61. Without a financial plan in place the transition to retirement for my parents was not an easy one. After years of treatment my mother miraculously survived cancer only to lose my father to a stroke the following year. That is when I began my journey in helping people navigate the pitfalls of retirement. What I learned from their experiences and through years in my own practice helps my clients navigate retirement with an actionable financial plan.
Professional
My financial services practice focuses on retirement planning. With my designation as a Retirement Income Certified Professional (RICP) I have dedicated myself to the art of retirement planning. I will turn your hard-earned assets into income for you and make sure you don't run out of money during retirement.
The RICP® Difference -
Planning for a life in retirement is complicated–but you don’t have to go
it alone. You need an advisor with specialized knowledge to build a plan
covering all aspects of your retirement.
You need an RICP® with expertise in personalized retirement planning,
backed up by an accredited institution with nearly 100 years of
experience in educating professionals dedicated to benefitting society
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
