2. My background
Business Experience
2014 to present, Financial Advisor,
Ameriprise Financial Services, Inc., Torrance, CA
2013 to 2014, Paraplanner,
Ameriprise Financial Services, Inc., Torrance, CA
2011 to 2012, Development Manager,
Bradford Real Estate Services Corp., Santa Monica, CA
2008 to 2011, Leasing & Marketing Associate,
Bradford Real Estate Services Corp., Chicago, IL
2007 to 2008, Risk Technology Solutions Consultant,
Protiviti, Chicago, IL
2006 to 2006, Financial Representative Intern,
Northwestern Mutual Financial Network, Indianapolis, IN
Education
B.S. Management, 2007, Finance
Purdue University, West Lafayette, IN
Certificate, 2015, Personal Financial Planning
UCLA, Los Angeles, CA
Professional associations
Society of Physician Entrepreneurs (SoPE) - Greater LA
Chapter, Junior Board Member,
Santa Monica, CA
Financial Planning Peer Group, Co-Founder,
Los Angeles, CA
My approach
A unique and disciplined approach
I honor the privilege of working with clients to strive
toward better outcomes for themselves and their loved
ones through reflection of their personal values. Our team
offers financial planning, advisory, and implementation
services with regards to cash flow, investments,
insurance, tax strategies, workplace benefits, retirement,
and estate planning strategies. With an established
network of knowledgeable resources to support you, we
bring your unique dreams and goals more within reach.
Areas of focus
•Executive compensation and benefit strategies
•Retirement plan distribution
•Tax planning strategies
•Wealth preservation strategies
•Women’s financial strategies
My clients
As an advocate of the LGBT community, I can help you
with your unique financial needs and goals including
domestic partner planning. I’ll help you feel more
confident and in control of your financial future.
I also work closely with:
•corporate executives
•professionals
•entrepreneurs
About me
Interests
Economics, Travel, Hockey, Biking, Skiing, Events
Personal/Family information
I am engaged to marry Maureen in October of 2015.
My parents and brother Bobby live in Indianapolis;
my brother Chet, sister Marget, her husband Pete, niece
Gabby, and twin nephews Liam & Peter live in Chicago.
My sister Barbara and I both live in lovely Santa Monica.
