California Life InsuranceLicense # 0D71418
Certified Citadel Estate Planner
General Securities Principal Exam 24
2015 Estate Planner of the Year
University of LaVerne
Investment Representative offering securities and advisory services through SagePoint Financial, a registered broker-dealer, registered investment adviser and member FINRA/SIPC. Insurance offered through DJR Financial Services. Estate planning offered through Citadel Law Offices. Tax and Accounting services offered through Skidmore Markell & Company. DJR Financial Services, Skidmore Markell & Company and Citadel Law Offices are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.California Life Insurance License # 0D71418.