Trust Fund Project

Your family always comes first. Protect their financial future and bring them the peace of mind they deserve.

About Me

Licensed Broker & Senior Field Underwriter
National Producer Number: 4377928
Email: [email protected]
Phone Number: (805) 290-6044

With over 30 years of experience in the real estate and mortgage industry, I have dedicated my career to helping individuals and families navigate one of the most important financial decisions of their lives—buying, selling, and financing their homes.

As a seasoned mortgage broker, real estate agent, and entrepreneur, I bring expert market knowledge, strategic financial guidance, and a deep passion for helping people achieve their dreams of homeownership and financial stability.

My mission is to empower clients with the right tools, insights, and solutions to make smart, informed decisions in today’s ever-changing market.

Beyond my professional journey, I am an entrepreneur at heart, always seeking new ways to innovate, create opportunities, and support my clients in building wealth through real estate. Whether you’re a first-time homebuyer, investor, or looking to refinance, I’m here to guide you every step of the way with trust, integrity, and a commitment to excellence.

Let’s make your real estate and financial goals a reality—together.

WE GOT YOU COVERED

FINAL EXPENSE

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure ll funeral and other end of life expenses are covered.

MORTGAGE PROTECTION

Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.

FIXED INDEXED ANNUITIES

This is a safe way to participate in the market’s gains while avoiding potential loses and keeping your retirement secure

INDEXED UNIVERSAL LIFE

This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

LICENSE INFORMATION

To verify my license with the state insurance department, click here: https://cdicloud.insurance.ca.gov/cal

To verify my license with the state insurance department, click here:

To verify my license with the state insurance department, click here: https://difs.state.mi.us/locators?searchtype=InsAgent

Real estate License. Illinois

Real estate License. Connecticut

To verify my license with the state insurance department, click here: https://insurance.mo.gov/CompanyAgentSearch/search/search-agents.php

To verify my license with the state insurance department, click here: https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch

To verify my license with the state insurance department, click here: https://apps02.ins.pa.gov/producer/ilist1.asp

Real estate License. Massachusets

Real estate License. California

AS A BROKER, WE ARE ABLE TO SHOP AROUND AND FIND THE BEST POSITION FOR YOU WITH ONE OF OUR MANY A+ RATED CARRIERS

Scroll to Top