Advisor profile

My approach


♦ 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 23 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.


♦ 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, snow skiing or collegiate sports.

Contact me at: or 707-206-7260

Note: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

Areas of focus

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Retirement Planning Strategies




  • BA, History, Cornell University, Ithaca, NY
  • MBA, University of Southern California, Los Angeles, CA

Previous experience

  • Financial Advisor, Merrill Lynch, Santa Rosa, CA, 2008-2016
  • Commercial Leasing & Investments, Orion Partners, Santa Rosa, CA, 2006-2008
  • Financial Representative, Northwestern Mutual, Santa Rosa, CA, 2002-2006

Community participation

  • The Incarnation Episcopal Church is my spiritual home and place for worship
  • CA Waterfowl Assoc. & Ducks Unlimited: Advocate for state wildlife, wetlands, and habitat conservation


  • Residing in Windsor, CA, I am married to a lovely and charming woman, proud father to a 19-year-old son, and stepfather of two wonderful 15 and 11-year-old children. Their lives and our relationships are of profound importance to me.
  • When not at work I love family time, yard work, early morning walks, hiking in nature, trap shoots, a round at Windsor Golf Club, downhill skiing, good books, guitar, food & wine, and social time with friends.
  • I enjoy college and pro football and am a dyed-in-the-wool NY Giants and USC Trojans fan.