My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

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
16
Years of Experience ?

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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