Advisor profile


My approach

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.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Small Business
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Insurance
  • Intergenerational Planning
  • Social Security Retirement Benefits
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • California Insurance & Variable Annuity License # 0C88832

Interests

As a former major league player of the Seattle Mariners, Cleveland Indians and Lotte Orions, I have had the privilege to live and travel to numerous foreign countries: Japan, Canada, Mexico, Venezuela and fortunate to be an ambassador of the game for many years to children of all ages. Through my travels, I have been able to enjoy my other hobbies of golf, fishing, camping and hiking throughout the world.

Community participation

Sponsoring:

Three Square;

St. Jude's Hospital;

Lyon's Club/Annual Golf Tournament;

Yuba-Sutter United Way/Annual Charity Golf Event

Previous experience

  • Financial Advisor, Edward Jones, Medford, OR, 2012
  • Branch Manager, United Planners Financial Services, Las Vegas, NV, 2010-2011, 2012-2013
  • 2nd Vice President & Financial Advisor, Morgan Stanley, Medford, OR, 2007-2009
  • Financial Advisor, & 2nd Vice President, Smith Barney, Bellvue, WA, Medford, OR, & Grants Pass, OR, 1995-2007
  • Financial Consultant, Financial Network Investment Services, Bothell, WA, 1993-1995

OFFICE CLOSURE DATES 2021

Holidays:

  • New Year’s Day
  • Martin Luther King, Jr. Day
  • President’s Day
  • Good Friday
  • Memorial Day
  • Independence Day (observed 7/5/21)
  • Labor Day
  • Veteran’s Day
  • Nevada Day
  • Thanksgiving Day
  • Christmas Day

Additional Office Closure Dates & Half Days:

  • Friday after Thanksgiving (all day)
  • Christmas Eve (all day)
  • New Year’s Eve (half day)
  • Friday’s before a three-day holiday weekend are half days, closing at 1:00 PM Pacific
  • The day before mid-week holidays will be half days, closing at 1:00 PM Pacific.