About My Firm

My firm was founded with the goal of assisting my clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. My primary focus is working with seniors and helping them understand and enroll in Medicare.

I am a Chartered Life Underwriter, (CLU), and Chartered Financial Consultant, (ChFC).

I am life and health licensed in the state of California, Lic. # 0776579. I am a Past President of a local association of Life Underwriters, and served on the board of the Los Angeles Association of Society of Financial Service Professionals.

Most Seniors are overwhelmed by the amount of paper they receive when they turn 65; I am able to help them understand what they need to do to start Medicare and then enroll them in a Medicare Supplement plan that best fits their needs. We also choose the best Part D plan for their medication needs.

I am married to Brenda, since 1989. We have three children, Conor 18, Karly 16, and Cole 13. We have lived in El Segundo for 20 years; all of our children attend El Segundo Unified School District; we are members of the El Segundo Education Foundation. I am also a proud member of the El Segundo Rotary Club.