I am passionate about helping individuals and their families, as well as business owners and their employees create successful financial outcomes through the use of well coordinated planning that takes into account the clients' unique goals. Though I guide clients through numerous parts of their planning, I spend the bulk of my time helping companies and individuals in the areas of investment and retirement planning, executive benefits, business succession, life, long term care and long-term disability insurance, and estate and charitable planning. My team has a combined 250 years of experience designing, implementing and monitoring financial solutions for the clients we're so privileged to serve. Our team has two very important relationships that give us the ability to access a deep network of best in class solutions and people. One is our relationship with M Financial through which we can implement proprietary life and long term disability insurance solutions. As a result of this relationship, we are able to be a staunch advocate for the clients we serve. Equally important is our relationship with Alera Group - a top independent, national insurance and financial services firm offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 4,000 professionals provide creative, competitive services that help ensure a client’s business and personal success.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Perspective Financial Group is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.CA Insurance License #0K84432