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

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
46
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7

Education

  • BA in Economics - Sonoma State University in Rohnert Park, CA

Interests

  • I enjoy spending time with my wife and 3 wonderful children.
  • My 2 grandkids are the love of our lives
  • Sonoma State Finance Committee keeps me involved in my alma matre
  • Promote student outreach in the arts.
  • Golfing--Like playing golf in OC and LB

Community participation

Sonoma State University Finance Committee & Board of Director.

St. Bartholomew Catholic Church - Mens Club.