Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

  • Bachelor of Science, Business Administration, California State University, Sacramento, 1988

Previous experience

  • Financial Advisor, Morgan Stanley, 200 - 2001
  • Branch Manager, Union Safe Deposit Bank, 1999 - 2000
  • Branch Manager, Bank of America, 1979 - 1998

Community participation

  • Stockton Host Lions Club
  • California Delta Chambers and Visitors Bureau
  • Greater Stockton Chamber of Commerce
  • San Joaquin Delta Power Squadron

Interests

My wife and I enjoy boating - sailboats or power boats. We like to take our 1957 Century Palomino out on the California Delta for lunch or to just visit friends on the Delta. With its blond deck mahogany, this classic is a fun runabout!