Advisor profile


Our approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”.

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins

Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

—Greg Reid

Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Sonoma State University - Bachelor's in Economics

Interests

Avid reader of financial topics

Love playing and coaching baseball with my two boys

Going to SF Giants baseball games with family

Working on Puzzles

Community participation

Volunteer at Windsor Unified School District

PTA Member of Windsor Unified School District

Windsor Little League Coach

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2022

Previous experience

  • Financial Advisor, BrokersXpress LLC, 2010-2012, Santa Rosa CA, 2 years
  • Financial Advisor, Wells Fargo Investments LLC, 2009-2010, Santa Rosa CA, 1 year
  • Financial Advisor, Banc Of America Investment Services Inc, 2004-2009, Santa Rosa CA, 5 years