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.
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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.