For over two decades I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high-net-worth individuals, families and businesses to provide integrated retirement planning and financial service

Our real estate team is composed of dynamic, professional, licensed realtors specializing in the Eastwood community and the greater Orange County area. Our team prides itself on luxury real estate service across all prices and needs. With over 40 years of combined experience, our team is here to go the extra mile for our clients.