About Me

I have been an educator for over 18 years in rural California. I continue teaching mathematics in the classroom while transitioning to the financial services industry, which allows me to teach mathematics to everyday households. My singular purpose is to assist educators and other hardworking individuals in getting out of debt, saving aggressively for retirement, and mitigating tax liability by placing their hard-earned funds in the proper environment.

My Background

Education

I completed most of my undergraduate education at UC Berkeley but received my bachelor's degree from Chapman University in Social Science. The University of Texas, Arlington awarded me a master's degree in Mathematics Education in 2017.

Passions

When I am not working for students or clients, I keep myself busy in the kitchen, out at the smoker, and my family loves to travel.

Specialization

I help teachers get financially organized so that they get out of debt quickly, maximize retirement, and mitigate tax liability.

After our first session, my clients not only fully understand life insurance but how to utilize all of the living benefits to:

1. invest

2. eliminate debt

3. establish emergency funds

4. save on taxes for individuals and businesses

5. retire in comfort

6. and build generational wealth.

Who I Help

I help educators and other hard-working people to make their money work harder than they do.

How I Do It

I discuss your current financial situation, then custom tailor a solution to fit your financial goals and needs based upon your unique circumstances.

What's in It for You

Working with me, you will set yourself and your family up for financial success both now and generationally.