Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
22
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 Teen Center Lodi CA
  • 20 year volunteer for Salvation Army as monthly meal provider and Christmas bell ringer
  • Supporter of Bethesda Lutheran Communities

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