Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7
  • Series 66

Education

  • B.S. Business Administration, concentration in Accounting, 1986, California State Univ., Stanislaus
  • A.S. Engineering, 1983, Merced Community College

Professional associations

  • Financial Planning Association, Central California Chapter
  • Certified Financial Planner Board of Standards, Inc.

Community participation

U.C. Merced, Innovation to Grow, Volunteer Event Judge, 2018- Present

  • Castle Air Museum, Board of Directors & Tour Guide volunteer
  • Boy Scouts of America, District Board Member
  • Italian Catholic Federation member 1991-Present
  • National Eagle Scout Association, Life member
  • Valley Vintage Car Club, member
  • Porsche Club of America, Yosemite Region, member
  • Central Valley Mustang Club, member
  • Merced City Bicycle Commission, 2010-2017
  • St. Patrick's Church, Facilities Committee, 2012-2017
  • St. Patrick's Church, Finance Committee, 2005-2017

Interests

I am an avid snow skier and frequent Yosemite visitor. In the last few years I have enjoyed participating in Valley Vintage Car Club and the Yosemite Region of the Porsche Club of American events and shows. Driving parade laps on Laguna Seca and Sears Point race tracks was thrilling, even at 60 miles per hour.