First Command » MEMBERS
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I help my clients by offering behavioral coaching to help them pursue their financial goals, including retirement income planning.
For over 60 years, First Command has been helping American families pursue their financial goals. They advocate a disciplined, long term approach to saving and investing, supported by strategies to manage financial risk. As an investment adviser, they offer financial planning and asset management services to individuals, business entities and trusts. First Command requires the highest level of licensing of their Advisors and ensures that any recommendations made are in our client’s best interests. This is consistent with First Command’s and their Advisor’s fiduciary responsibilities. First command is an independent broker meaning that they do not only offer proprietary products, so our clients have the peace of mind knowing that they have access to the most competitive and innovative strategies in the marketplace.
As a fully licensed Financial Advisor, I help my clients by getting to know them and understand what’s important to them and then help them identify meaningful goals that reflect their values. Then I gather their detailed information to determine their current financial situation, risk tolerance, and planning horizon. I work collaboratively with them to develop a written financial plan that they are comfortable with and then follow through by making adjustments along the way to ensure their plan keeps pace with life’s inevitable changes: like relocation, job status, changing family dynamics, unexpected events and evolving priorities.
I was born and raised in San Diego and currently live in Bay Park with my son and two dogs. I enjoy sailing, pickle ball, and dinner with friends.