Experience

Advanced Financial Solutions

• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Apr 1997 - Present

  CFP/Branch Manager providing financial planning services for families and small business owners. AFS has reps with many years of experience in various financial services. AFS offers independence for reps allowing them to work in the office or out of their own/home. Support for case work is provided for reps as well as case sharing. Fee based or commission based financial planning services offered by an experienced CFP. I have worked in the financial services industry for more than 25 years. CFP/Branch Manager providing financial planning services for families and small business owners. AFS has reps with many years of experience in various financial services. AFS offers independence for reps allowing them to work in the office or out of their own/home. Support for case work is provided for reps as well as case sharing. Fee based or commission based financial planning services offered by an experienced CFP. I have worked in the financial services industry for more than 25 years.



City of Vista

• Government Administration
• 100 - 200 Employee

• City Councilmember

  • Dec 2010 - Dec 2018



Diversified Financial Concepts

• Branch Manager

  • May 1990 - Apr 1997

  Managed financial advisors and recruited advisors. Managed financial advisors and recruited advisors.