I am a dedicated associate at Capstone Financial Group, with a passion for helping clients achieve their financial goals. I have over 12 years of experience in the financial industry, utilizing my experience in helping to bring clarity and organization for families and small business owners from all walks of life. I prioritize clients’ needs by specializing in creating tailored strategies that align with each of their unique circumstances and aspirations and take pride in helping them fulfill their needs.
In addition to my profession, I am deeply committed to family, community and yes… the game of baseball. Since my early childhood, I have been involved in playing the sport and now coaching it as well. As a coach of my children’s baseball teams, I am able to bring the same dedication and passion to the field, as I do when helping clients. I take pride and joy in fostering teamwork, enthusiasm, and above all, a love for the game among our youth. Helping to create an enjoyable environment for my children and our youth, while helping to create memorable moments and a positive experience, is what makes it all worthwhile.
Outside of work and coaching, I always look forward to spending quality time with friends and family, creating new memories and discovering new places to visit. I am grateful for the many professional relationships I am able to build as an advisor; but also cherish my commitment to the personal relationships I have in my life. Go Dodgers!
California Insurance License # 0F23458
This individual is an independent contractor and not associated with AIC or AAS.
