Background

A versatile professional with over 30 years of experience in high-precision technical operations (IATSE Local 600) and client-focused financial services. Expert in sensor calibration, data integrity, and regulatory compliance. Fluent in English and Spanish. After nearly two decades in the entertainment industry—earning six figures and succeeding in real estate—I learned that assets aren't a plan. When my father became cognitively impaired in 2018 and passed in 2022, I witnessed how life unravels without preparation. That ignited my shift to finance: Today, as Legacy & Growth Consultant at Birch Noble Financial (DBA) and partnered with Xtreme One Financial, I help individuals and families eliminate unnecessary risk, minimize fees and taxes, and build tax-free retirement strategies that protect income and preserve peace of mind. My approach? Grounded in clarity, empathy, and results—designing plans that stand strong amid shifts like RMDs at 73 or IRMAA hikes. Request my free guide: "5 Hidden Risks in Tax-Deferred Accounts (and How to Fix Them)" for 2025 insights—DM me or email [email protected] to get it instantly.