About Us

We are a full-service financial firm committed to helping people plan for today and the future. 

We offer a wide range of financial and insurance services to individuals, families and business owners. 

Please do not hesitate to get in touch if you have any question, please.   We are truly happy to answer any questions.

Professional Licenses and Designations

  • FINRA Registrations: Series 7, Series 63, Series 65
  • State of California Health and Life Insurance
  • California Department of Realtors
  • National Association of Enrolled Agents
  • California Notary Public

Experience

  • 2007 - Present: NC Financial Group
  • 2002 - 2007: JPMorgan Chase & Co

Community Service

  • Board of Directors - O'Hanlon Center for the Arts
  • Board of Directors - United Policyholders

Education

  • Dominican University, San Rafael, CA - B.A. Mathematics, minor Chemistry