Expertise & Experience
With more than three decades of business management experience, I bring a proven track record of strategic planning, operational excellence, and community-focused financial services. My approach combines deep industry knowledge with a commitment to financial literacy and wealth-building strategies that empower clients to achieve long-term financial independence.
Community Leadership & Impact
My commitment to community advancement extends beyond financial services through active leadership in multiple organizations:
- VP of Financial Development, Stonewall Democratic Club, Los Angeles
- President/COO, The L-Project, Los Angeles
- Chair, NAACP LGBTQIA+ Committee, Beverly Hills/Hollywood Branch
These roles reflect my dedication to creating inclusive economic opportunities and advocating for financial equity across diverse communities. I believe we should create our own international financial networks.
Innovation & Entrepreneurship
As an inventor and entrepreneur, I hold Patent #D854-105 for the Skullz Double-End Bag, demonstrating my commitment to innovation and creative problem-solving—qualities I bring to every client relationship and business consultation.
Mission
My mission is to break down barriers to wealth creation and provide the tools, knowledge, and resources necessary for individuals and families to build sustainable financial legacies. Through personalized financial planning, insurance solutions, and business consulting, My team and I help clients navigate their financial journeys with confidence and achieve their vision of generational prosperity.