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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Intergenerational Planning
  • Insurance

Community participation

  • San Diego Human Dignity Foundation
  • Christmas Cheer All Year
  • Foundation for India Studies