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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Investments
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science in Economics and Business Admin. Saint Mary's College
  • Economics Minor. Saint Mary's College

Interests

  • Spending time with my wife and family
  • Golf-continued work in progress
  • Snow Skiing
  • Scuba diving-Advanced Deep water
  • Biking
  • Cooking
  • Motorcycle riding
  • Personal growth and helping others

Professional associations

  • Estate Planning Council of Diablo Valley, Lafayette, CA