Advisor profile

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Areas of focus

  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Social Security Retirement Benefits
  • Small Business
  • Domestic Partner Planning
  • Investment Management
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • FINRA Licenses 7, 66
  • California Life, Variable and Long Term Care Licenses
  • CRPC® Chartered Retirement Planning Counselor℠


  • University of Oregon, B.S. in Business Administration
  • University of Oregon, Degree in Economics


  • Family - Wife Rissa, daughter Camille MacKenzie, son Reagan Connor
  • Travel - Europe, Mexico, Philippines, etc.
  • Outdoor activities - biking, hiking, skiing, running, scuba diving etc.
  • Volunteering at local charities
  • Supporting local Athletics

Community participation

  • University of Oregon Alumni - Northern California Chapter
  • Bay Area Outreach & Recreation Program
  • San Francisco and Marin Food Banks
  • Food Bank of Contra Costa County
  • EEMFoundation
  • Vine Trail of Napa Valley

Awards & recognition

  • Five Star Wealth Manager, 2012-2021

Honored to receive industry recognition.

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.