Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Community participation

Sponsor of Relay For Life

Sponsor of "GoRed For Women"

Sponsor of the American Cancer Society

Sponsor of the annual Wheelchair Basketball Tournament with Bay Area Outreach & Recreation Program (BORP)

Sponsor of World Vision

Sponsor of Compassion International

Member of Turlock Chamber of Commerce

Member of Bay Point Chamber of Commerce

Sponsor of the Leadership Academy at Tabernacle Christian School

Volunteer for Friends Feeding Friends

We support local schools and various sport teams in our communities