Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

  • Bachelor of Science, Business Administration, California State University, Sacramento, 1988

Previous experience

  • Financial Advisor, Morgan Stanley, 200 - 2001
  • Branch Manager, Union Safe Deposit Bank, 1999 - 2000
  • Branch Manager, Bank of America, 1979 - 1998

Community participation

  • Stockton Host Lions Club
  • California Delta Chambers and Visitors Bureau
  • Greater Stockton Chamber of Commerce
  • San Joaquin Delta Power Squadron

Interests

My wife and I enjoy boating - sailboats or power boats. We like to take our 1957 Century Palomino out on the California Delta for lunch or to just visit friends on the Delta. With its blond deck mahogany, this classic is a fun runabout!