Biography

I am an experienced Personal Advisor with over 27 years of financial industry experience who believes to be successful in building and distributing wealth, it’s critical to know where you want to go and to have a plan. I pride myself in creating long lasting relationships with my clients and working to secure their financial future.

Whether you would like to build personal wealth, plan for retirement, minimize estate taxes, or prepare for your children’s tuition costs; I am dedicated to clearly defining your investment objectives and risk tolerance to determine an appropriate asset allocation strategy designed to help you achieve your financial goals.

I make every effort to thoroughly understand each client’s goals; seeking out and evaluating a wide variety of investment opportunities. I specialize in high net worth individuals, retirement planning, and municipal bonds.

My extensive experience also includes time spent as a Branch Manager where I worked alongside management, focused on team building and mentoring. I feel my strong leadership skills have helped me to better understand my clients’ specific needs as well as the organizational skills and expertise to get things done.

Being active in the local community is very important to me, having participated in the local Baseball/Softball Association for 15 years, as a League President, Coach, Umpire, and all-round fan of the sport.

I’ve been happily married to the love of my life for 25 years and am the proud father of two young adults, aged 18 and 20. I enjoy spending quality time with my family, dogs, being active outdoors, reading, and barbequing almost anything.

SPECIALIZATIONS

Credentials

  • Holds Series 3, 7, 8, 63, 65 & 66 licenses.
  • CA Insurance Lic. #0B27108

Mission Statement