Change happens – sometimes planned, often unexpected. It’s critical to know independent financial professionals who will take the time to review and revise your financial strategy. At JAG Financial we have the ability to address your specific investment planning needs.

Having been a Financial Advisor since 1995, I am well prepared to handle your investment planning needs. Beyond my work experience I have a degree in Finance with an emphasis in advanced investment analysis from California State University of Fullerton, which allows my clients the confidence of knowing that they are in good hands. As an independent LPL Financial Advisor, I have access to a vast number of products and services available. Working with a LPL Financial Advisor is a must in today’s complex web of financial services. Comprehensive, independent advice is what I deliver to clients. LPL Financial does not manufacture any proprietary products, therefore allowing me to seek out quality strategies for my clients.

When I’m not out saving the world one client at a time (HaHa), I am spending time with my spouse (Nina), my son (Grant), and my twin daughters (Alexa and Brooke). I also enjoy travel, golfing with friends and cheering on my favorite sports teams…The Miami Dolphins and Los Angeles Angels. Helping individual and families is my calling, I would be honored to help you as well.