Growing up in the business with my father as an advisor, it was a natural fit to join him full-time in 2004. To gain further knowledge and better serve our clients, I began pursuit of the CFA designation in 2009 and completed Level III in 2011. I went on to obtain my CFP® designation later that year, as well. I also had the opportunity to go back to my alma mater in 2012 to get my MBA at Pepperdine's Graziadio School of Business and Management and completed my degree in 2013.
In 2016 we began the transition of our business and started to rebrand under our new name, Legacy Finance. Legacy planning is very important to me and our vision at Legacy Finance is to help our clients build their legacy today, so they will be remembered tomorrow.
"A good man leaveth an inheritance to his children's children" Proverbs 13:22
I am licensed to sell Insurance Products in the following states: CA, TX, CO, OH, KS, UT, AZ
I am licensed to sell Securities in the following states: CA, TX, CO, OH, KS, UT
Royal Alliance is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or
security policies. Royal Alliance does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 11611 N. Meridian St Ste 300, Carmel, IN 46032 (800)421-8260
Legacy Finance is independent of Royal Alliance Associates