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My Approach

Are you thinking of buying a home, adding to your family or starting a business? Or wondering how you’re going to pay for your child's education and retire? These are exciting events but they can also be stressful from a financial perspective. I enjoy working with my clients and can provide you with advice and recommendations to help you get from where you are today to where you want to go.

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Interests

It brings me a tremendous amount of joy to spend time with family and friends, whether we are wine tasting, barbecuing, playing cards, or simply getting together for coffee to talk. I enjoy activities such as baseball, golf, tennis, and indoor soccer to keep my competitive juices flowing. I also love teaching and coaching, kids and adults, how to be savvy in sports and in finances.

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Education Planning

Experience

Awards & Recognition

  • Ventura County Sports Hall of Fame, 1996
  • Fillmore High Sports Hall of Fame, 2010

Education

  • California Lutheran University - MBA in Financial Planning
  • California Lutheran University - BS in Finance