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 |
|
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