Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Owner, Financial Advisor
Because of my passion to have a positive impact on the lives of people that I work with, I changed careers after 26 years in the institutional and wholesale, food and beverage industry. So in 2006 I obtained my insurance license and a year later my securities license and began my new career. After working for some time in the corporate financial world decided to open an independent firm in February of 2012 and founded Dedicated Financial Services.
Being independent for me is critical because my goal is to truly help people and not focus on the bottom line which large corporations tend to do. As an independent we do not have any quotas, no proprietary products and no reason to do anything except that which is best for our clients.
My staff and I look forward to the opportunity to serve you.
Achievements and Affiliations:
Accredited Wealth Management Advisor from the College of Financial Planning 2013
Lodi Chamber of Commerce:
Current board member Chair, Finance committee, Government Relations committee, Economic Development vision action team University of the Pacific Non-profit board certification Lodi Leadership Class of 2014
Faith Community Church of the Nazarene:
Board of Directors
John Maxwell Leadership program Diploma 2017
Numerous leadership and service positions
* Entities listed above are not affiliated with Independent Financial Group LLC.
After serving in the United States Army for over 10 years and working in the defense industry for a few more, I joined Dedicated Financial to continue serving my community. I absolutely love helping people, and financial planning gives me that opportunity. Helping families chart a path toward their goals and seeing them realize those goals is unbelievably satisfying. I appreciate the opportunity to work with service minded professionals and believe my background helps me understand the sacrifices they make to support their families. It is a joy to serve those that serve.
B.S. Business Administration concentrated in Finance, CSU East Bay
Minor in History
SALUTE Veterans National Honor Society
Secretary, Veterans of Oakley