My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Planning for Small Business

Education

  • Bachelor of Science, Business Administration, California State University, Sacramento, 1988

Previous experience

  • Financial Advisor, Morgan Stanley, 200 - 2001
  • Branch Manager, Union Safe Deposit Bank, 1999 - 2000
  • Branch Manager, Bank of America, 1979 - 1998

Community participation

  • Stockton Host Lions Club
  • California Delta Chambers and Visitors Bureau
  • Greater Stockton Chamber of Commerce
  • San Joaquin Delta Power Squadron

Interests

My wife and I enjoy boating - sailboats or power boats. We like to take our 1957 Century Palomino out on the California Delta for lunch or to just visit friends on the Delta. With its blond deck mahogany, this classic is a fun runabout!