Vice President - Investments
PIM Portfolio Manager
I have been a Financial Advisor since 1991 and a Portfolio Manager since 1996. I provide investment advice and my portfolio management skills to other financial advisors for use with their clients, as well as personally for a select group of my own clients. As a student of the markets, from time to time I author industry related articles when warranted. I have found that being a portfolio manager in addition to a financial advisor allows for greater transparency with my clients as the management of their assets are not “delegated” to third parties or products elsewhere. This gives me a greater depth of knowledge of my clients’ assets and ability to provide timely insight on alignment with the realities of the markets.
I believe that those who have should also give. I am pleased to volunteer at an elementary school helping tutor at-risk children. I am also a member of the AV Board of Trade, an organization engaged in promoting business and industry and a strong legislative voice for membership of the community. In the relatively carefree days before responsibilities of marriage and parenting, my main love was music and I made a living for over 15 years as a professional musician. For much of that time I worked as a studio musician and toured with a number of performers. Currently when not at work, I enjoy cooking, reading, exercise, photography and of course - music.
CA Insurance License Number: 0A93148
Resident State: California