Location: Simi Valley, California
Address: 980 Enchanted Way
Knows About: Financial Advisor
Education: College graduate
Hobbies: Running, Hiking, Water Sports
Date Birth: 04/21/1969
I am the President and Founder of HFIS and started my Independent Financial Planning and Insurance Services firm in 1994 and am passionate about helping individuals preserve their wealth by working with them on IRA, Rollovers and 401Ks as well as Life, Health and Disability Insurance. I am a Member and Ambassador of the Simi Valley Chamber of Commerce, Board Member of the Boys and Girls Club of Simi Valley and Director for Grace Brethren Youth Sports. I enjoy running every morning and hiking on the weekend with my kids. "HELPING FAMILIES PRESERVE THEIR WEALTH"
Advisor: Financial Advisor
HFIS, a Leader in Financial Planning and Insurance Services, is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment planning strategies.