Protecting Families with Real Experience & Personal Heart

When I was 13 years old, my father passed away after losing his work life insurance benefits during a two-year illness. Left with a $10,000 burial bill and a single income, my mother worked two jobs just to keep food on the table. Living through that immense financial strain shaped everything I do today.

I began my career in real estate back in 1986, helping families secure their homes. In 2007, I expanded into life insurance, seeing firsthand how many homeowners risked losing everything due to a lack of protection. Having worked with major mutual insurance providers and captive call centers, I chose to become an independent broker so I could put my clients first. Today, I do not just sell policies—I ask the right questions, uncover hidden blind spots, and build tailored financial back-up plans to transfer risk off your family and onto top-rated insurance carriers.

At Symmetry Financial Group, my mission is simple: to transfer financial risk away from your family and onto top-rated insurance companies. They are essential tools designed to ensure that if the unexpected happens, your loved ones never have to worry about losing their home, draining their savings, or taking on heavy debt.

As an independent brokerage based in Moreno Valley, California, I don't work for a single insurance company—I work for you. Whether we are protecting your mortgage, securing living benefits for critical health events, or safeguarding your retirement through safe 401(k) rollovers, everything I do is driven by one core outcome: protecting your future so you can enjoy empowering peace of mind today.