As a Financial Advisor, I work out of the Costa Mesa, California office of 20/20 Financial Advisors. I run a national practice working with individuals to help in all aspects of their financial lives. If you are in need of assistance with financial planning, your budget, life/disability insurance, and/or investment management, I can help. Together, we can create a plan that will help you meet the financial goals you set for now and the future.

I got my MBA during the Great Recession, and saw first-hand how people were affected by the financial fallout. I felt a calling to work in finance, to help my clients prepare for both the rainy days, and the financial future they hope for.

Prior to getting my MBA, I worked in the Healthcare field for over two decades. Although my healthcare career is in the past, I still speak the language and understand the career paths and intricacies of the profession. I have built on my experience in the field to focus on working with Doctors, Dentists, and other healthcare professionals. One of my focuses is helping Healthcare professionals to get high-quality, specialty-specific Disability Insurance.

I began my Healthcare career as an active duty Hospital Corpsman in the Navy, and I have continued my military career as a Medical Service Corps Officer with the Air Force Reserve. I’m proud to be a Veteran, and as a finance professional who understands military benefits and culture, I am always ready to help a fellow Vet.

First meetings are always cost and obligation free, you can access my online calendar to schedule a meeting.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA) or 20/20 Capital Management, Inc (20/20 CMI), affiliated federally registered investment advisers. PCIA and 20/20 CMI are under common control. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. 20/20 CMI: 940 South Coast Dr, Suite 110, Costa Mesa, CA 92626.

Locations Served

Costa Mesa, CA

940 South Coast Dr
Suite 110
Costa Mesa, CA 92626

Winter Park, FL

670 W Fairbanks Ave
Winter Park FL 32789

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