I care about what’s important to you

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

I care about what’s important to you

Media Presence

I have been quoted in national media including Money Magazine, The Wall Street Journal, USA Today, MorningstarAdvisor.com, horsesmouth.com, financial-planning.com and The Journal of Financial Planning.

I have a monthly column in The Lodi-News Sentinel, written articles for The Record and The Central Valley Business Journal. I have been featured for over 25 years in The Record with the Money Makeover series.

Years of Experience ?

My Videos(9 videos)

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)