History
Genesis was about bringing better quality service and products tailored specifically to who you are financially.
Specialties
Wealth Management, Financial Adviser, Legacy Planning. Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid potentially costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances financial strategies with preserving principal. Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. I invite you to check out all the material on my website. (805) 403-6905 cell