ABOUT

About


I am a seasoned financial management expert with over 30 years of experience and hundreds of delighted clients. If you're looking for proven expertise to navigate the complex world of finance, retirement planning, or insurance, you will find me an attentive, accomplished professional.

Education

  • Degree in Managerial Finance from the University of Nevada.

Professional Journey

  • Started my career as an Associate Resource Analyst at Bank of America.

  • Led accounting duties at Del Webb Anthem Country Club, gaining exposure to revenue accounting and inventory management.

  • President at The Westpoint Group, honed financial leadership and organizational skills in event management.

  • Expanded operations in the Western United States as Branch Development Officer at Mullup Holdings, LLC, ensuring regulatory compliance across markets.

  • As Managing Director at Aequitas Financial Consulting Group, navigated our real estate investment group through industry trends and market volatility.

  • Current role as Managing Consultant at New Beginnings One, LLC, focusing on financial literacy education and advocacy for consumer rights.

Skills

  • Retirement Planning and Real Estate Investment

  • Financial Management and Portfolio Strategy

  • Consumer Advocacy for Financial Difficulties

  • Debt/Credit Resolution Strategies

Specialties

  • With my experience and skillset, I can guide you through changing financial landscapes, helping you maximize your returns from real estate and other investments.

  • If you are struggling with complex financial difficulties, I can advocate for your rights and aid in credit and debt resolution.

Collaboration

  • Open to partnerships with individuals or groups looking to collaborate in finance and real estate.

Next Steps

  • If you seek financial guidance, retirement plans, or real estate investment strategies, or just a chat about the latest market trends, feel free to reach out! Let's turn market insights into success together.

Contact

Let’s plan for golden memories.