I am the Managing Partner of Pacific Advisors, a financial services firm with the mission is to help people financially produce and support a good life for the rest of their lives. With over 20 years in leadership positions in small businesses and Fortune 500 companies, I view myself as a thought leader of the financial industry and have a vision to elevate financial practices to achieve lifetime freedom. I have a deep-rooted entrepreneurial spirit which drove my desire to create a financial service firm that differentiates the marketplace. At Pacific Advisors, we foster a unique culture where financial professionals are treated like clients and offer personalized concierge services to navigate their financial journeys. Our core values, represented by the acronym DEEDS, guide us: Do the right thing: Always prioritize clients' best interests. Elevate the community: Actively engage in impacting our community. Embrace teamwork: Believe in the power of collaboration. Drive improvement: Focus on innovation and growth. Solve problems: Be exceptional problem solvers for clients. Over the past 15 years, I've led and grown the largest team in MassMutual Northern California, providing comprehensive financial services including planning, asset management, wealth accumulation, risk management, insurance, and estate planning. I've been a well-rounded leader with a strong background in finance, real estate development, and entrepreneurship. I founded marketing, advertising, event planning, and original content management companies in Los Angeles where I currently sit on the Board for marketing agency, PCA. I also entitled, underwrote, and acquired residential real estate development projects with Warmington Homes and Stonebridge Development. My consulting skills were built at PriceWaterhouse Coopers and my investment knowledge was built through my experiences as an independent RIA and with private client investments and corporate cash management at Morgan Stanley and Merrill Lynch. I've served as President of NAIFA Silicon Valley and San Francisco, and as Director of Career Development for FPA San Francisco. I hold a Legal Studies degree from U.C. Berkeley, an MBA from SCU, and designations as a CFS and CLTC. Based in San Francisco, my personal goal is to make a positive impact on the community. I enjoy outdoor activities, travel, and actively engaging with others. Pacific Advisors allows me to apply my entrepreneurial mindset to create positive change while having fun. CA Insurance Lic. #0G24911 State of Domicile: CA and NY/COMPLIANCE:2023-6050/