My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • My wife Kay and I have been married since 1993.
  • SLO County Community Champion for The Kindness Revolution
  • Personal interests include: Travel, golf, and discovering new talented winemakers.

Community Participation

SLO County Leader and Sponsor of "The Kindness Revolution" working with schools, businesses and charities creating events and fundraisers to increase awareness, promote kindness and prevent bullying

  • Paso Robles Chamber of Commerce
  • Paso Robles Downtown Association

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Domestic Partner Planning
  • Saving for Education
  • Employee Stock Options

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(4 videos) X

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