Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • B.S. in Physics Capital University 1966
  • M.S. in Systems Management University of Southern California 1976

Awards & recognition

  • Five Star Wealth Manager, 2012-2014, 2016-2018
  • Lenfest & Associates, Ameriprise Client Experience Award, 2022

Previous experience

  • United State Air Force/Colonel, 1967-1997
  • Real Estate Sales, Cushman Wakefield, 1979-1996

Community participation

Walnut Creek Sunrise Rotary

Saint Matthew Lutheran Church

Military Officers Association of America (MOAA)

Interests

My wife, adult children and four grandchildren

Sailing in both monohulls and catamarans

Traveling with family and friends

Community Service

49 er Football and San Jose Sharks Hockey fan