I am a financial services professional and musician, currently operating a referral based practice.I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.My professional career started in the military service, where I learned discipline and how to think fast. Living internationally and starting a new life abroad helped me learn how to communicate with all types of people, find solutions to unique problems, and think on my feet. When I returned to America, I started work in music, touring with bands internationally. My takeaways from touring were that a. you have to be a good hang and b. you have to be responsible. Despite the idea of partying like rockstars, you're in trouble if you miss your bus call. Learning about music and touring as a business operation was instrumental in building my career's next steps. I started working in sales during the pandemic, primarily dealing with individuals moving internationally. I prioritized their areas of concern and created custom solutions for their needs. My unique background allows me to find common ground and develop rapport with clients and professionals of all backgrounds and walks of life.I am licensed to sell insurance in: CA and MA. Domiciled in California, CA Insurance License Number 4295675