Wealth management is a full-time job, and as your trusted financial partner, I will work to help you build, preserve and transfer your wealth through a long-term, one-on-one relationship. I will partner with you to understand your financial goals and develop a written financial plan that addresses your financial concerns in the following areas: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, gifting to children/descendants, charitable gifting. With a thorough understanding of your needs and goals, I can create a personalized plan for your financial future that works toward those dreams. I have 13 years of experience in the financial industry with emphasis in financial planning and retirement planning. This site may contain links to articles or other information that are contained on a third party website. Union Bank and UBIS do not endorse or accept responsibility for the content, or the use, of any linked third-party website and assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the websites. Union Bank and UBIS are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites or any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, legal, tax or any other advice. Endorsements and testimonials cannot be accepted. This is a public site. Please do not post personal or private information. 