Modern Woodmen of America is a member-owned fraternal financial services organization. As a Modern Woodmen representative, I use my knowledge of financial products and needs to help individuals and families in the Southern California community plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. As a fraternal organization, I partner with non-profits to give back to my community through matching fundraisers and youth education. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide.
Feel free to contact me at:
B: (661) 877-7219
How Business Creates Value:
My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time.
How Member Creates Value:
Using investment products, I help my clients create a written financial plan that grows with them in the future. I utilize financial knowledge and strategic savings techniques to plan for the future while also leaving a cushion for savings and emergencies. This is in order to protect the client first.
I specialize in working with public servants; cops and firefighters, but I also work with individuals and families in all walks of life to help plan for a strong financial future.
UC Riverside Graduate. BA in Economics. Former UCR Track & Field Student-Athlete, 200 Meter School Record holder, Big West & NCAA 1st round finalist.