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

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of University Studies, University of New Mexico, 1971
  • Master of Arts, Interdisciplinary Studies, John F. Kennedy University 1981

Interests

My favorite activities include:

  • Domestic and international travel
  • Volunteering with non-profit organizations
  • Photography and documentary filmmaking
  • Scuba diving, motorcycling
  • Live music - blues, rock, jazz, classical
  • Spending time with family and friends

Community participation

White Pony Express – I volunteer every Saturday to gather donated food and transport it to neighborhood food service organizations and shelters in Contra Costa County, CA. White Pony Express has identified grocery stores, restaurants and farmer markets that are willing to donate surplus food to programs that serve children, seniors, people with disabilities and low-income families.

Awards & recognition

  • FIVE STAR Wealth Manager, 2013, 2014, 2015, 2016

Professional associations

  • Kinder Institute of Life Planning, Registered Life Planner