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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

  • Family, faith, and friends are most important to me.
  • I enjoy exploring the internet, computing, and discussing current events.
  • My wife and I enjoy traveling through the western states. Recently we visited our daughter in Las Cruces, New Mexico, and were able to enjoy the world famous Hatch, NM, chiles. Red or green??

Community Participation

  • I have been active over the years in community fundraisers benefitting veterans and other organizations.
  • I have put on workshops for parents on prioritizing money issues and communicating about money in the family.

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Experience

Education

  • BA SUNY Binghamton 1977 - Geology and Environmental Science
  • MA UC Santa Barbara 1982 - Geology

My Videos

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