My passion for teaching and helping others has been a constant throughout my life. Before entering the financial world, I was a high school teacher, where I found immense joy in educating students about Economics. This experience ignited my interest in financial markets, allowing me to combine my love for teaching with a career in finance. Growing up in Torrance, CA, I witnessed my parents' financial struggles, which fueled my curiosity about money management and inspired me to help others avoid similar pitfalls.
At Guardtower Financial Services, I focus on financial and retirement income planning, essential components for achieving investor success and long-term financial goals. I am fascinated by the diverse perspectives people hold about money, markets, and retirement, and I am dedicated to understanding what drives their financial decisions. This insight allows me to coach and encourage my clients effectively, helping them navigate their financial journeys with confidence.
I share my life with my partner, Janet, and our 16-month-old daughter, Penelope. My family, including my younger brother, who is also my best friend, keeps me grounded and reminds me to appreciate life's everyday moments. In my free time, I enjoy being outdoors, working out in my home gym, and staying informed on current events and market news. I also have a keen interest in fine wine and love to travel and explore new places and cultures.