I help hard-working individuals protect their savings and create reliable income streams for retirement. With over 30 years of experience as an annuity broker, I'm passionate about guiding clients towards financial confidence and lasting security. 

With three decades of experience in the financial services industry, I've dedicated my career to helping people transition into retirement. My focus is on developing strategies that protect clients' savings and ensure they never run out of income during turbulent markets. I believe true financial security comes from understanding your options and implementing a plan tailored to your life. 

My journey began with a deeply personal motivation. Years ago, I watched my parents lose their life savings in the stock market after receiving poor financial advice. That experience inspired me to help others avoid similar pain with trusted, transparent financial guidance. Today, I specialize in annuities that provide guaranteed income and protectin against market volatility. 

I earned my MBA from Syracuse University, which shaped my analytical approach and strategic thinking in financial planning. My goal is to simplify financial concepts and make retirement planning approachable and empowering.

I currently reside in Los Angeles, California, and serve clients nationwide through virtual meetings that make collaboration easy and efficient. Family is my top priority, and I love spending time with my grandson, who brings endless joy to my life. I also enjoy tennis and long walks, which keep me balanced and energized. 

My wife and I are passionate about giving back to our charity that we support, Puppies and Pumpkins, which rescues and finds homes for dogs. We go all out, decorating our house and raising funds throughout the year to support their mission. We also support a nonprofit that helps people all over the world with limited opportunities to start and grow businesses, working together to raise awareness and make a lasting positive impact. 

Los Angeles, California

Phone: (310) 880-7068

Your information is 100% confidential and your email will never be spammed! Just a friendly response to answer your questions and help point you in the right direction.