♦ I believe my job is to build enduring, impactful, lifelong relationships with clients and I look to put their best interests first.
♦ I strive to help my clients get where they want to go and do the things in life they want to do. I help them make informative decisions.
♦ Meeting, working with, and personally connecting with my clients is what I love most about this career.
♦ The value I believe I can provide is planning and perspective. I graduated from Cornell, have an MBA from USC, a CFP® certification, and 21 years of professional experience in the financial services industry.
♦ I believe these credentials demonstrate my work ethic, high standards and ability to address the often complex issues my clients are facing.
♦ My focus markets include professionals, business executives and managers, successful entrepreneurs and recent retirees.
I WELCOME A CONNECTION IF:
♦ You are looking to work with a financial advisor in the greater Santa Rosa area and would benefit from the ability to simplify your financial life.
♦ You are a local CPA, attorney or other professional seeking contacts in the wealth management advisory field.
♦ You would like a connection to anyone in my network.
♦ You have a passion for food, wine, the arts, golf, trap shooting, waterfowl hunts, bikram yoga, fitness or collegiate sports.
Contact me at: firstname.lastname@example.org or 707-206-7260