Knowledge is the Sagient way. Our name comes from the Latin word for “those who know or perceive quickly.” We get to know our clients deeply and provide personally tailored financial guidance for a fast-changing world.As a financial securities professional, I take the time to understand my client's goals so that we can create a path toward creating the lives they envision for themselves and their families.This helps me recommend products and strategies designed to meet their current and, more importantly, future needs.As a firm, our vision is to provide holistic financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.I am licensed to sell insurance in California. Domiciled in CA, CA Insurance License Number 0L15400

As a Field Agent with Knights of Columbus, my mission is to ensure every member has the financial protection they deserve. I help brother Knights and their families prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs.