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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

  • B.A. Latin American Studies, Carleton College,1989

Community participation

Parkinson's Association of San Diego, Treasurer

Head Varsity Golf Coach, Maranatha Christian School

Barrio Logan College Institute

Monarch School in San Diego

Carleton College Alumni Association

Interests

Spending time with my family

Fishing

Golf

Coaching Baseball, Basketball, and Football

Travelling