My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right 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
15
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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