Professional
After graduating Santa Clara University and spending 5 years playing professional soccer, I realized I wanted a career where I can build truly meaningful relationships with people. I started my career with Northwestern Mutual as an intern in 1994. Ever since, I have been able to help my clients achieve financial freedom while developing long-lasting relationships.
My goal is to help my clients protect what is important to them by building a solid foundation and helping them grow from there. My staff and I work hard to build a comfortable atmosphere so that our clients feel free to ask questions, call with requests and meet on a regular basis to make sure that their goals are continually revisited and meet the needs of their ever-changing lives.
I have also obtained the designation as chartered life underwriter, CLU®.
Education
Major Name | School |
Finance | Santa Clara University |
Licensing
Series 7 & 66 |
CA Long Term Care License |
California Life & Health - License #0B31083 |
Awards and Recognition
Name | Received Date |
FORUM | 2001 |
Platinum Leader - Western | 2001 |
Gold Leader - Western | 2000 |
Diamond Star Club | 2001-2008 |
Emerald Star Club | 2000 |
Life Impact | 2000-2008 |
Silver Award | 1996 |
Bronze Award | 1995 |
Pacemaker | 2003-2004, 2007-2008 |
Most Valuable Producer | 2006-2008 |
GA Growth Award | 2004, 2006 |
Achievement Award | 2000-2007 |