As Founder and President of Shield Financial, I help families preserve their assets from stock market loss, estate tax, probate, and catastrophic illness. I take time to get to know my clients financial situation, and personal goals. I then develop a plan to achieve those goals. As a preservation advisor, I don't take any risks with my clients money. We are strictly a safety based firm. Our claim to fame is that we've never lost a penny of our clients money, and we never will!!!

At New York Life, I helped families build and secure their future through the use of life insurance and securities solutions. I was series 7 and 63 licensed, and obtained my CLU designation.

As Associate Director with SBC Telecommunications, I managed 4 different teams comprised of 84 people, and a $15 Million budget within the Center For Learning division. I was responsible for course material reproduction, and training facilities for the western half of the US, as well as 2 nationwide IT teams. I was involved 2 different merger teams, and was responsible for integrating the training databases from several companies into a single system nationwide.