Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances

Qualifications

  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent
  • Series 65: Uniform Investment Adviser
  • CA Insurance License for life, health, accident, and variable contracts

Education

  • BB, Finance Major, Western Illinois University, Macomb, IL

Community participation

  • Volunteer - Tierrasanta Village
  • Feeding America
  • Served several years on the Tierrasanta Little League Board of Directors
  • Coached various youth baseball teams in Tierrasanta, Tecolote and Travel Teams

Interests

  • I enjoy spending time with my family.
  • I have been married to my lovely wife Athena for over 30 years.
  • We have 4 wonderful children together and 2 Grandsons.
  • I enjoy coaching little league baseball, fishing, hiking and most outdoor activities.