Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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


  • Series 7
  • Series 66


  • 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
  • Merced City Bicycle Commission, 2010-2017
  • Italian Catholic Federation member 1991-Present
  • St. Patrick's Church, Finance Committee, 2005-2017
  • St. Patrick's Church, Facilities Committee, 2012-2017


  • Married and have three daughters, a son-in-law, and a grandson
  • Enjoy bicycling, snow skiing and hiking in the Sierra
  • U.S. Air Force veteran