Professional
Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and professional designations, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Through personal commitment, professional associations, professional designations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.
Associations and Memberships
Past President, Fremont Warm Springs Sunrise Rotary
Member, National Association of Insurance and Financial Advisors
Member, Million Dollar Round Table
Life Insurance Specialist for the San Francisco Bay Area Group
Years of Experience
Representing Northwestern Mutual since 1981.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | Political Science | Santa Clara University |
Awards and Recognition
Million Dollar Round Table Qualifying Member 1987-1993, 1995, 2010-2011, 2013
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 1987-1997, 1999-2001, 2003, 2009
Award recognizing persistency and performance
