As Founder and Wealth Manager at Amenity Wealth, I specialize in financial analysis, retirement planning, estate planning, and developing goals-based plans for clients. I help ease my clients’ concerns that can arise when planning for their future and keep them focused on the time horizon that their unique goal requires while avoiding the temptation to make short-term decisions based on temporary market conditions.
I am proud to contribute over twenty-five years of experience to the financial services industry. Prior to founding Amenity Wealth, I had been affiliated with wirehouse, bank, and independent programs that afforded me a seasoned perspective of the major channels of the retail brokerage, insurance, and financial advisory businesses. During the span of my career, I have provided individually tailored financial planning strategies to individuals, families, business owners, and various organizations.
As both a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ practitioner, I have been able to navigate the increasingly complex financial landscape to focus on my clients’ unique circumstances and experiences. I strive to have each client understand the reason behind every investment strategy we undertake when implementing their financial plan. If they don’t understand, then I didn’t do my job properly. While I have been blessed with a number of awards and recognitions for my proficiency and professionalism, I believe that the true measure of success is found in my clients’ peace of mind. The greatest reward in my occupation is witnessing the ease my clients feel once we start working together – it symbolizes the confidence they feel in their financial futures.
I reside in Los Angeles, California, a residentially and geographically diverse landscape. When I am not providing excellent service to my clients, you can find me studying a variety of languages and subjects, reading, or filmgoing.