Welcome and thank you for taking the time to consider Optify Financial for your investment, financial planning, and insurance needs. I have spent my entire career assisting individuals, families, and organizations address their financial goals. Now I'd like to help you with yours!
Here's a bit about my background:
- Over 20 years of finance experience, including the past 5 years at Edward Jones where I started in the financial services industry
- Prior to that I spent 15 years in corporate roles as an in-house Finance Director for several technology companies in San Diego, Los Angeles, and the Bay Area
- MBA in Entrepreneurship from Babson College, the #1 ranked program for entrepreneurship over the past 25 consecutive years
- B.S. in Environmental Business Economics from Rutgers University
Focuses:
- Sustainable and Socially Responsible Investing (SRI)
- Organizing Your Finances
- Investor Education Programs
- Individual Retirement Accounts (Roth IRAs, Traditional IRAs)
- Business Retirement Plans (401(k)s, SEP IRAs, Etc.)
- Education Savings (529 College Plans)
- Investment Services (Stocks, Bonds, ETFs, CDs, Mutual Funds, Annuities)
- Insurance (Life, Long-Term Care, Key Person)
- Estate and Legacy Strategies
Professional Organizations:
- Association for Corporate Growth (ACG), San Diego
- San Diego Regional Chamber of Commerce
Volunteer:
- Padres Pedal The Cause - For A World Without Cancer
- 2018 Walk To End Alzheimer's
When not at work, I enjoy spending time with my family, golfing, and keeping active with my 9-year old yellow Labrador sidekick.