Financial Planning/Services Insurance/Life
I’m a Financial Professional with New York Life, based in El Segundo and available to work with individuals, families, and businesses throughout Los Angeles and beyond.
My approach is simple: strengthen what you’ve already built. I’m not looking to replace good relationships, benefits, or strategies that are already working. Instead, I help identify potential gaps, areas that may deserve another look, and solutions that can complement what you already have.
I especially enjoy working with business owners and their existing professionals. When appropriate, I can collaborate with CPAs, finance teams, benefits professionals, attorneys, and other trusted advisors so that a solution fits into the larger financial picture rather than operating in isolation. For businesses, this can also include employee resources and financial solutions, including options that may be available without adding direct cost to the company.
My work can include life insurance, retirement and lifetime income strategies, college funding, long-term care planning, disability income protection, and solutions for business owners and their employees.
Most importantly, I want to be an approachable, long-term resource. You don’t need to know exactly what solution you need before reaching out. Whether you have a question, want a second look at something already in place, need help identifying a potential gap, or have an employee, client, friend, or family member who could use guidance, I’m happy to be part of the conversation.
Proudly based in El Segundo and active throughout the Los Angeles business community, I look forward to building meaningful relationships with fellow LAX Coastal Chamber members and becoming a resource you feel comfortable calling when a need arises.
CA Insurance License #4438033
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
Business & Employee Solutions — Helping identify opportunities that complement benefits and strategies already in place.
Collaborative Planning — Comfortable working alongside your existing CPA, finance team, attorney, benefits professionals, and other trusted advisors.
Personal & Family Planning — Life insurance, retirement strategies, college funding, long-term care and disability income protection.
A Second Set of Eyes — You don't need to start over. Sometimes the greatest value is identifying what may be missing and strengthening what already works.
Local & Accessible — Based in El Segundo and available to meet with businesses, families, and professionals throughout Los Angeles.
Small Business Affiliate Membership