Professional Bio
-Former President/Member of the Los Angeles Estate Planning Council and the Fiduciary Round Table of the San Gabriel Valley
-TIAA Trust, N.A. - Senior Trust Administrator 11 1/2 Years
-Whittier Trust Company - AVP/Trust Officer 5 years & Ast. Trust Admin 1 & 2 - 2 Years
- Cannon Trust School
- Earned the AEP by taking a few classes through the American College via NAEPC
- Have been based out of Pasadena, CA, but currently working in Philadelphia for a couple years and need to join a local Council
