Financial Advisor and Tax Consultant
949-226-8996

Event Speaker
As a former award winning competitive speaker, I strive to take what are often considered complex and boring topics, such as Tax Laws and Finance, and make them fun! I work to deliver my speeches in an interactive, professional, and entertaining manner while engaging and entertaining the audience.

Lunch and Learn
I am available to address your company, trade group, social, or church group with a wide array of relevant topics. I also am regularly available through www.objectev.com as part of an ongoing lunch and learn series for business owners as an employee benefits.

Custom presentations for your group or company!
In addition to a large collection of investing, economic and tax topics I can also address groups of professionals to help them better understand various client service options available to them.
Last Minute Speaker Needs?
949-226-8996
We have all faced the horror of a event of any size loses out on a planned event, presentation or speaker for whatever reason. I'm always looking for opportunities to speak and have a very wide range of presentations to fill your speaker needs... and yes, even at the last minute.