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
Quick question:
If I asked you why you own each investment or financial product you have, could you answer?
Not where it is.
Not how much is in it.
Not who sold it to you.
Why do you have it?
What job is your 401(k) supposed to do?
Why is that money sitting in savings?
What purpose does that insurance policy serve today?
How does that investment fit into your retirement strategy?
What is supposed to provide income later?
What are you doing to protect what you've accumulated?
Sometimes we collect financial products over decades without ever stopping to ask whether they still fit the life we're living—or the future we're preparing for.
Ownership without understanding isn't a strategy.
Financial freedom includes understanding your money well enough to know what you have, why you have it, and how each piece relates to your goals.
Your financial plan shouldn't be a collection of things you've accumulated.
Every piece should have a purpose.
📌 If you can't explain what something in your financial life is supposed to accomplish, it may be time to review it.
📩 DM me. Let's look at what you have and make sure you understand how each piece fits into the bigger picture.
#FinancialFreedomFriday #FinancialClarity #FinancialPlanning #FaithAndFinance
📌 See thrivent.com/social for important disclosures.
#ThriveThursday | Your Plan Should Be Built for Real Life
A financial plan can look great when everything goes according to plan.
But life rarely does.
The car needs a major repair.
The roof starts leaking.
A job changes unexpectedly.
A family member needs help.
An opportunity comes along that you weren’t expecting.
That’s why financial planning shouldn’t only be designed around the life you expect to happen.
It should also consider the life that might happen.
Do you have reserves?
Is your family appropriately protected?
Does your strategy have enough flexibility to adjust?
Are you so financially stretched that one unexpected expense changes everything?
You can't prepare for every possibility.
But you can build a financial strategy that recognizes something unexpected will eventually happen.
A good plan doesn't require life to go perfectly.
It gives you a framework for adjusting when it doesn't.
That’s part of what it means to thrive.
If your financial strategy only works when everything goes according to plan, maybe it's time to take another look.
📌 See thrivent.com/social for important disclosures.
#ThriveThursday #FinancialPlanning #FinancialPreparedness #FinancialClarity
#WisdomWednesday
Your financial life has a maintenance schedule—even if nobody gave you the manual.
Think about your car.
You don’t buy it, drive it for 10 years, and assume that because it’s still moving, everything must be fine.
You check the oil.
Rotate the tires.
Replace worn parts.
Pay attention when something changes.
Not because you expect the car to break down tomorrow—but because things change with use and time.
Your financial life changes too.
Income changes.
Expenses change.
Families change.
Goals change.
Tax laws change.
Retirement gets closer.
Yet sometimes we make a financial decision at 35, 45, or 55 and never look at it again.
Having a financial plan is important.
Maintaining it is part of the plan.
Maybe it doesn't need an overhaul. Maybe everything is still aligned with your goals.
But you won't know unless you look under the hood occasionally.
Wisdom is knowing that “I already took care of that” and “I recently reviewed that” aren't necessarily the same thing.
#WisdomWednesday #FinancialPlanning #FinancialWisdom #RetirementPlanning #PlanWithPurpose
📌 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