Phone
(760) 431-8440

Fax
(760) 431-9053

Location
Principal - Carlsbad

Practice Areas
Investment Committee

AKT Wealth Advisors LP

Certifications
Certified Public Accountant

Personal Financial Specialist

 

Memberships/Boards
American Institute of Certified Public Accountants

California Society of Certified Public Accountants

Ameritrade Advisor Panel

Education
Bachelor of Science - Economics - Tulane University

Master of Business Administration - Tulane University