Living the Life of Significance!

Building Financial Freedom One Individual at a Time!

Welcome!  I appreciate you spending your valuable time visiting my site!

As an Agency Sales Director-Team Selling, my vision is to attract, grow and retain the most valued, compassionate and trusted teams of financial services representatives, financial planners and financial advisors in the Greater Bay Area and Hawaii. 

My team's vision is to help individuals and small business owners envision their financial dreams in order to partner with them to create concrete solutions and action plans tailored to their needs to help achieve their life goals.  This will allow them to enact on their best intentions.  "Living the Life of Significance."

My goal is to help you navigate through the complex financial web in order to help you make informed decisions about issues that affect your well being.

I hope you find this site informative and useful. If you have recommendations or suggestions on how to improve this site, please feel welcome to contact me at or (510) 265-4950.

The best compliment I can receive is the introduction to a loved one or a friend who can also benefit from the services I provide. 

I look forward to partnering with you to build your financial freedom and growing our business friendship.