01/04/2022
I have been a Finance/Mortgage Advisor and Real Estate Broker for most of my working life, with a few detours along the way. I am also a Chef. I have started two new business including a restaurant & wine bar, and recently a pre-owned auto dealership. I also took on the role of General Manager/Consultant of a 40 acre vineyard/winery and restaurant with 5-room bed & Breakfast. I also work with Realtors, Financial Advisors, and tax planners assisting their clients in attaining their life goals.
Having been a Financial Advisor/Planner for Merrill Lynch, my passion has been to help individuals and families integrate their long and short term financial goals with their mortgage needs. My team delivered excellent service and pricing for everyone looking for home financing whether for their owner occupied, vacation or investment properties. Our business is built on the referrals of past clients and friends so we strive to exceed expectations during each transaction.
I served as a First VP/Financial Advisor with Merrill Lynch for 14 years where I specialized in Retirement and Estate Planning, including constructing and managing portfolios for clients.
I have achieved the designations of Certified Financial Manager from Merrill Lynch, CHARTERED RETIREMENT PLANNING COUNSELOR from the College of Financial Planning and am a licensed Real Estate Broker in California.
Following a passion,I became a Chef graduating from Napoli Culinary Academy with a degree in Culinary Arts. I owned and was Executive Chef of Napoli Café & Wine Bar in Cameron Park Ca.
I served for many years as Program "Champion" of the Guardian Scholars program at CSUS and having grown up from age 6 in the foster care system, serve as a mentor to the students. The program promotes college education to emancipated Foster Youth enabling them to get a college degree. I have worked with the Foster Youth Education Fund, a non-profit group whose goal is to provide scholarships to Foster youth.
