Advisor profile


My approach

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In my practice, I use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, I suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
19
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

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