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 Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Investment Management
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Family Finances
  • Tax Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., 1988, Finance - California State University Bakersfield Ca.

Interests

Amateur Athletic Union - Youth Basketball Coach

High School & College Athletics

Family Travel

Taking care of my new Grandson Hunter John Hedrick

Community participation

  • American Heart Association, Fund Raising Chairman
  • Porterville Mission Project, Fund Raising Chairman
  • St. Annes Catholic Church, New Building Treasurer

Professional associations

  • California State University, Financial Mgt. Association