We simplify complexity and provide clarity. Blue Ocean was founded to provide an effective way for busy entrepreneurs to prioritize and execute on their succession, exit, key employee retention and estate planning goals.Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), a registered investment adviser with the SEC. LSA and LSF do not provide tax or legal advice. Blue Ocean Companies, LLC and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

CA Insurance Lic: 0K07979

Worked with individuals and families to find them the right mortgage program that will benefit them the most. This includes walking them through the process of refinancing or purchasing a home and trying to make it as hassle free as possible. NMLS ID: 1109300 MO: 7355-MLO