Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My 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? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS Agronomy, California State University, Fresno

Interests

  • Resident of Lodi for over 30 years.
  • Patty and I have celebrated our 34th wedding anniversary in November.
  • Patty and I are enjoying spending time with our grandson Eli Jon and his little sister Eden Grace.
  • Spare time activities include camping trips with our travel trailer, entertaining friends and family, and community participation activities.
  • I enjoying reading autobiographies, current events, fiction and non-fiction.
  • I am still working on my "bucket list" of famous golf courses to play.

Community participation

  • 10 Gallon donor to Delta Blood Bank
  • Supporter of 180 Center Lodi CA
  • 20 year volunteer for Salvation Army as monthly meal provider and Christmas bell ringer
  • Supporter of Bethesda Lutheran Communities
  • Supporter of Grace & Mercy Charitable Foundation of Lodi CA
  • Supporter of LUNGevity Foundation

Professional associations

  • Member of San Joaquin Society for Human Resource Management

Previous experience

  • Financial Advisor, Merrill Lynch, 2006-2012
  • Financial Advisor, Morgan Stanley, 1998-2006