Financial Advisor
.Higher Education Planning
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
I help individuals, families, retirees, and professionals gain clarity and confidence around some of life's most important financial decisions. Whether you're preparing for retirement, planning for education expenses, protecting your family, or thinking about the legacy you want to leave, my goal is to help you create a strategy that aligns your resources with your values and the future you envision.
At Thrivent, I take a holistic approach to financial planning that goes beyond investments alone. Together, we'll focus on the areas that matter most to you, including retirement planning, risk management, tax-efficient strategies, and legacy planning. I believe money is not a goal in itself, but a tool that can help create a life of purpose, meaning, and lasting impact.
Before becoming a Financial Advisor, I built a successful career in supply chain and logistics management, where solving complex challenges and developing practical solutions were part of my everyday work. Today, I bring that same analytical and problem-solving mindset to helping clients navigate financial decisions and create plans tailored to their unique goals and circumstances.
My passion for financial advising stems from a desire to help others avoid common financial pitfalls and make informed decisions with confidence. Having experienced financial setbacks and lessons of my own, I understand the value of trusted guidance and the peace of mind that comes from having a clear plan. As a husband, father of adult children, and proud grandfather, I also understand the importance of protecting what matters most and building a legacy that can benefit future generations.
Beyond my work with clients, I am committed to serving others through leadership, mentorship, and community engagement. Through Alpha Phi Alpha Fraternity, Inc., I support efforts that promote leadership development and financial literacy for young men. I also serve in pastoral ministry, helping individuals and families navigate life's opportunities and challenges with wisdom, faith, and purpose.
When I'm not working with clients, you'll usually find me spending time with family, serving in ministry, or enjoying a ride on my Trek FX1.
- Bachelors of Business Education, University of Southern California, Marshall School of Business
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Alabama
- Arizona
- Arkansas(Insurance Lic. #21360617)
- California(Insurance Lic. #4414152)
- Colorado
- Florida
- Georgia
- Hawaii
- Illinois
- Kansas
- Louisiana
- Maryland
- Michigan
- Nevada
- New Mexico
- New York
- North Carolina
- North Dakota
- Oregon
- Pennsylvania
- Texas
- Utah
- Washington
Insights
#FinancialFreedomFriday
THE CHEAPEST OPTION ISN'T ALWAYS THE LEAST EXPENSIVE.
It's open enrollment season, and millions of employees are reviewing their benefits.
And let's be clear about something.
The first number most people look at is how much will come out of their paycheck.
I get it. Nobody wants to see more money deducted from their earnings.
But here's the question:
Are you making a financial decision based on what costs less today, or what makes sense for your overall financial situation?
That health insurance plan with the lower premium may come with a higher deductible.
That coverage you declined because you thought you didn't need it may become important when life takes an unexpected turn.
That disability insurance you overlooked may be worth evaluating when you consider how much your family depends on your income.
And that HSA option? Have you considered how it might fit into your broader financial strategy?
Here's what I want you to understand:
Saving money on your paycheck doesn't automatically mean you're making the best financial decision.
Sometimes the lowest immediate cost can expose you to expenses you haven't considered.
And sometimes paying more doesn't necessarily mean you're getting something better.
That's why we PLAN instead of GUESS.
Financial planning is about understanding the trade-offs, evaluating your options, and making informed decisions that reflect your circumstances.
📌 Don't just ask, "What will this cost me today?"
Ask, "What could this decision mean for my financial future?"
Open enrollment is an opportunity to review more than your benefits. It's an opportunity to examine how those benefits fit into your overall financial plan.
📩 DM me before you finalize your elections. Let's discuss how your workplace benefits fit into the bigger financial picture.
#FinancialFreedomFriday #OpenEnrollment #FinancialPlanning #FinancialClarity #FaithAndFinance
📌 See thrivent.com/social for important disclosures.
#ThriveThursday | Your Benefits Are Only Part of the Picture
It's open enrollment season!
You've reviewed your health insurance.
You've selected your dental and vision coverage.
You've decided how much to contribute to your 401(k).
You clicked SUBMIT.
You're done, right?
Maybe with open enrollment. But what about your financial planning?
Here's something worth considering:
Your employer provides benefits.
But who's making sure those benefits work with everything else you're trying to accomplish?
Does your life insurance coverage reflect your family's actual needs?
Are your retirement contributions aligned with your goals?
Are you taking advantage of benefits you're already paying for?
Could an HSA play a role in your longer-term financial strategy?
And what happens to your financial strategy if you change employers?
These are questions that go beyond simply checking boxes.
Your employer's benefits package was designed for employees. Your financial plan should be designed for YOU.
Open enrollment is an opportunity to review more than what your employer offers.
It's an opportunity to ask whether everything is working together.
Because having benefits and having a coordinated financial strategy are not necessarily the same thing.
Don't just enroll. Evaluate.
If you'd like to take a closer look at how your workplace benefits fit into your financial goals, let's talk.
📌 See thrivent.com/social for important disclosures.
#ThriveThursday #OpenEnrollment #EmployeeBenefits #FinancialPlanning
#WisdomWednesday
Your health benefits might be doing less than they're capable of doing.
It's open enrollment season, and most people are asking familiar questions.
What's my deductible?
How much is my monthly premium?
What's my copay?
Are my doctors still in the network?
All important questions.
But here's one that might deserve a little more attention:
"Am I taking full advantage of my Health Savings Account?"
If you're eligible for an HSA, you may have access to a benefit that does more than help pay today's medical bills.
Consider this:
✅ Eligible contributions can offer tax advantages.
✅ Funds can carry over from year to year. There's generally no annual use-it-or-lose-it requirement.
✅ Depending on your HSA provider, you may have investment options.
✅ Qualified medical expenses can be paid with tax-free distributions.
And here's something else worth considering.
Your healthcare expenses don't necessarily stop when your paycheck does.
An HSA can be one component of a broader strategy for preparing for healthcare costs in retirement.
Of course, HSAs aren't available with every health plan, and eligibility requirements, contribution limits, and tax rules apply.
But that's exactly why open enrollment deserves more than simply checking the same boxes you checked last year.
Wisdom is not just knowing what your benefits cost. It's understanding what your benefits can do.
#WisdomWednesday #OpenEnrollment #HSA #FinancialPlanning #EmployeeBenefits #FinancialWisdom
📌 See thrivent.com/social for important disclosures.
Office location
Glendale Location
505 N. Brand Blvd. #1225
Glendale, CA 91203
Phone424-722-6736HoursGlendale, CA 91203
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations