I have over 9 years in Financial Services experience and enjoy helping my clients plan for and achieve a happy retirement.
Unversity of La Verne
Securities (including mutual funds and variable products) and investment advisory services are offered through J.P. Morgan Securities LLC (JPMS). Annuities and insurance products are provided by various insurance companies and offered through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, a member of FINRA, NYSE, SIPC, and CIA are affiliates of JPMorgan Chase Bank, N.A. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE