Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Domestic Partner Finances
- Insurance & Annuities
- Business Retirement Plans
- Estate & Legacy Strategies
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Animal Rescue
- Spending Time with Family
- Trivia
- Traveling
- Sports Enthusiast
Team Members
Lisa MachucaBranch Office Administrator
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