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

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • University of Nevada, 1993 Bachelor of Science in Busines Administration Finance/Economics

Previous experience

  • 1994-1996, Financial Planning Paraplanner, Lodi, CA, 2 years

Community participation

I enjoy working with my boys teaching important skills and qualities in life and helping out with other kids who are involved in the same sports as my boys.

For 12 years from 2001-2013 I served as the Handicap Chairman on the board at a local Golf Men's Club.

Interests

I enjoy many outside activities, golf, yard, boating, etc. I grew up in the country outside Lodi & use to run a small vineyard & have an extensive construction & Real Estate background & have build several custom homes. I did numerous years of competitive swimming & water polo & loved riding dirt bikes when I was young.

My wife Debbie and I enjoy the shores from the ocean to Lake Tahoe and the cuisine in between.

We also enjoy spending time with our fast growing wonderful boys Cedar William and Luke Edward.

My photos

1 albums
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