As a licensed Agent with New York Life, I am committed to helping individuals, families, and businesses create financial strategies that provide long-term protection, stability, and peace of mind. Every client has unique goals and challenges, and I take pride in offering personalized solutions designed to meet their needs both today and in the future.
My work spans a wide range of services. I assist clients with life insurance planning to protect loved ones, retirement strategies that provide confidence and lasting income, and college funding plans that prepare families for important milestones. I also guide clients in long-term care planning to help manage the rising costs of extended care, while offering wealth accumulation and preservation strategies to safeguard assets across generations.
For business owners, I provide specialized solutions in succession planning, employee benefits, and key-person insurance, ensuring continuity and financial security for their companies. I also offer access to annuities and investment options that balance growth opportunities with protection.
Backed by New York Life’s 175+ years of financial strength and its mutual company structure, I have the privilege of putting clients first, focusing on their success rather than shareholder returns. My approach is built on lasting relationships, ongoing support, and regular reviews to keep financial strategies aligned with life’s changes.
Ultimately, my mission is to serve as a trusted partner, helping clients achieve confidence, protection, and prosperity for themselves, their families
The office at 2633 Camino Ramon is conveniently located within the Bishop Ranch business park in San Ramon
