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
#ThriveThursday | Don’t Let One Tax Bucket Become Your Whole Strategy
Open enrollment is a good time to look at more than just your benefits.
It’s also an opportunity to look at where your retirement dollars are going.
For many people, most—or even all—of their retirement savings may be accumulating in a tax-deferred bucket.
That can provide valuable tax advantages today.
But remember what “tax-deferred” means:
The taxes are deferred. They aren’t necessarily eliminated.
When retirement comes, withdrawals from tax-deferred accounts are generally taxable as ordinary income.
So instead of only asking:
“How much should I contribute?”
Consider another question:
“Am I building different tax buckets for my future?”
Depending on your circumstances and the options available to you, that could mean considering a mix of:
Tax-deferred money — taxes generally paid when withdrawn.
Tax-free money — when applicable requirements are met.
Taxable money — which may provide another source of assets and flexibility.
The goal isn't to predict what tax rates will be decades from now.
It’s to recognize that having money with different tax treatments may give you more options when deciding where retirement income comes from.
So during open enrollment, don't automatically check the same boxes you checked last year.
Review. Ask questions. Understand your options. Then make an informed decision.
Because diversification shouldn't necessarily stop with your investments.
It can also include how your money may be taxed.
📌 See thrivent.com/social for important disclosures.
#ThriveThursday #OpenEnrollment #TaxDiversification #RetirementPlanning
#TruthfulTuesday — Open Enrollment: Don’t Just Click “Same as Last Year”
Open enrollment arrives, and it’s tempting to do the easiest thing:
Keep everything the same.
But before you click that button, ask yourself:
Is everything actually the same?
Did you get married?
Have a child?
Get divorced?
Lose someone you love?
Buy a home?
Experience a significant change in income?
Has your health or your family’s healthcare needs changed?
Are the beneficiaries listed on your benefits still the people you want them to be?
Open enrollment isn't just about comparing health plans and deductibles. It can be an opportunity to review your benefits and make sure your elections still reflect the life you're living today.
Because there's one detail we don't like talking about:
Some mistakes aren't discovered until it's too late to correct them.
If beneficiary information or other important elections no longer reflect your intentions, your family may be the ones dealing with the consequences.
That's when families can be left saying:
“We didn't think about that.”
Truth: Your life can change faster than your paperwork does.
Don't assume last year's decisions still fit this year's life.
Use open enrollment as your reminder to review your coverage, beneficiaries, protection needs, and other available benefits.
And don't just ask, “What did I choose last year?”
Ask:
“What has changed since then?”
Because planning isn't only about preparing for tomorrow.
It's also about making sure your decisions accurately reflect today.
#TruthfulTuesday #OpenEnrollment #IDidntThinkAboutThat #FinancialPlanning #BeneficiaryReview
📌 See thrivent.com/social for important disclosures.
#MoneyMovesMonday
Open enrollment is here. Don't just click “same as last year.”
For many employees, open enrollment becomes an annual routine:
Log in.
Keep the same choices.
Click submit.
Done.
But a lot can change in a year.
Your income may have changed.
Your family may have changed.
Your health care needs may have changed.
Your financial goals may have changed.
And your employer's benefits may have changed, too.
This is a good time to review more than just your health insurance.
Take another look at your:
✔️ Health plan options
✔️ HSA or FSA elections
✔️ Life insurance benefits
✔️ Disability coverage
✔️ Retirement contributions
✔️ Beneficiary designations
✔️ Other benefits available through your employer
The question isn't simply:
“What did I choose last year?”
Ask:
“Do these choices still fit my life and my financial strategy today?”
Your workplace benefits can be an important part of your overall financial picture.
This week's money move: Don't automatically renew. Review.
📩 If you'd like help understanding how your workplace benefits fit with the rest of your financial strategy, let's talk.
#MoneyMovesMonday #OpenEnrollment #EmployeeBenefits #FinancialPlanning #WorkplaceBenefits #Thrivent
📌 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