Our Team

My work experience had been in agricultural commodity sales, broker account management, international contracts and business development for 13 years. As a former commodity trader, I had traveled extensively in different parts of Asia and North America. Being a former commodities supply trader for 13 years, I had learned good analytical skills to help my current clients and had discovered some of the best opportunities and education through associations and connections with int’l. commodity wholesalers, importers and suppliers. I had experience and training in proposal development and international contracts brokering, purchasing and distribution. I am also able to operate in a multi-cultural environment in a variety of different settings especially in the areas of customer service or contracts administration.

I am the face of my agency and my main role is building relationships with companies, businesses and owners, and connecting with their employees. I show business owners how I can help them find solutions to their business concerns ranging from tax savings strategies, expense reduction, key employee retention, employee benefits and business owner legacy program. I would write simple business proposals and give them an outline as to what I see as their problem areas and how we could address them. My goal is to become part of their team, building strategies and solving problems.

Change is the one great constant in life. That’s why it’s so important to regularly review your objectives, your plan, or your financial strategy-at least once a year. Did your business, your job and income change? Do you have a new hobby that’s changing your view of retirement? Did you get married or have a baby? Did you win the lottery? Did you just sell or buy a business? Pick a day -each year to trigger a call to our office to set up an appointment.

By having your own financial strategy, we will have a plan that puts your dollars to work more efficiently. By carefully orchestrating your investments, savings, retirement and insurance programs, we will make sure everything works in harmony.

By partnering with me and my agency, we will help eliminate costly redundancies and make the most of your available capital. We have a proven driven process and experts across multiple lines that will help you get to where you want to go in the future from where you are today to achieve financial security

Education

• Bachelor of Business in Healthcare Management/Administration (currently pursuing my MBA)Western Governors University -WGU Nevada

• University of Santo Tomas

• Bachelor of Arts in Mass Communications

• Externships: J. Walter Thompson Advertising Agency and Saatchi and Saachi Advertising Agency.

• Sydney Institute of Technology. Sydney, Australia

• Certificate in Warehousing, Purchasing, and Distribution

Certifications:

• Healthcare Delivery Systems, Regulation and Compliance

• Life Underwriters Association

• Life Underwriters Technical Course.

• Exploring Personal Markets

• Meeting Client’s Needs

• Business Continuity

• Fundamentals of Financial Service

• Principles of Management

• Organizational Behavior

• Certificate in NMLS Pre-license Education – Mortgage Originator License/Finance

Licenses:

• Series 6 and 63 Variable Contracts & Investment License

• Life and Health Insurance License/Certified ACA Health Exchange Agent-Individual and Small Business-SHOP

• LUTCF Fellow

Awards:

• International Quality Award – LIMRA INTERNATIONAL 2001

• While employed by Colonial Group of Australia 1999-2003

• Top Unit Sales Manager

• The Commissioner Cup

• The Presidents Men

• The President’s Choice

• Century Achievers Club

• Premier Producers Circle

Awards from 2007-present

• Top 5 Territory Manager Northern California 2015-2016.

• Chubb/Combined Insurance Group

• Life Advocacy Award 2013- Principal Financial Group

• Legion 2009 Team Challenge- Western Southern Financial Group

• President’s Trophy/Ring Earner-Western Southern Financial Group- 2009

• Millionaire Club -Woodmen of the World- 2008

• Quality of Life Award- American General Life and Accident-2007

Affiliations

• Healthcare Information & Management Systems Society (HIMSS)- Affiliate Member

• The Porsche Club of America- Sierra Nevada Region – Member

• BMW Club of North America- Golden Gate Chapter

• River City Beemers – Northern California’s largest and most active BMW motorcycle club. – Affiliate Member

• Datsun 240Z Club- Affiliate member

• American Filipino Association of Greater Roseville CA- Member

• National Association of Financial Advisors – Member

If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone 408-821-3406 | Reno – 775-470-1864 .

To sign up for a free consultation or to just get more information click here.

Team Member's Profile coming soon..

Introduce your team! Click here to add images, text and links, or connect data from your collection.