I am honored to serve as your City Treasurer since elected in 2020. I have strived to increase transparency by instituting an annual Treasurer’s report on Brea’s fiscal health. I believe in maintaining a prudent and fiscally responsible investment policy. I will continue to work with the Investment Advisory Committee to manage, preserve and protect Brea’s funds while seeking to produce predictable and managed returns. I will also continue to ensure that all city policies and procedures are followed to protect and preserve your tax dollars.
My professional career spans 34 years of performing complex financial analyses across a variety of industries. I manage a risk portfolio of nearly $1 billion in surety bonds. I routinely review contracts, statutes and processes specializing in guaranteeing obligations of publicly traded, privately held and nonprofit businesses. I understand the ebbs and flows of the financial markets, business cycles, leverage and cash flow.
I promise to remain a treasurer that is transparent, independent, accountable, and not a politician. I will use all my knowledge, resources and prudence to achieve the strongest financial results for Brea while maintaining our AA investment grade rating.
It is your vote, invest it wisely.
