My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
I grew up on a dairy farm in the Imperial Valley, then attended college at UC Davis. I enjoyed the mountains and skiing. I returned to California in 1989 where I have been ever since.
I am a California native, I grew up in Holtville California on a dairy farm. I met my husband Bob through childhood friends. We have two children and enjoy spending time as a family to travel. I enjoy open water swimming
The very first trade I made was an options trade when I was 19 years old and it made me 11 times my money. In this month’s “Spotlight,” we’d like to introduce you to Art, our President & Founder.
After weeks of headlines about the coronavirus outbreak, markets have been caught in a volatile pattern of surges and retreats. Here’s what you should know:
Join us on August 11th, 2021 to learn all about Social Security benefits and how to make the most of them.
Your Life Insurance Annual Audit Checklist
