About Me

For over 40 years I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high-net-worth individuals, families and businesses to provide integrated wealth management services. As an independent financial advisor, integrity, objective advice, attention to detail, and unwavering concern for the well-being of my clients are the hallmark of my client service model.

I earned my Bachelor of Science degree in Agricultural Business Management from California State University, San Luis Obispo, California, and hold the series 7,8,63 and 65 registrations. Giving back to the Ventura County Community is important to me. I'm proud to have served on the Board of Managers for the Ventura Family YMCA and the Board of the Ojai Valley Chamber of Commerce and Visitor Center. My wife and I have four children and seven grandchildren. In my spare time I enjoy surfing, cycling, backpacking, traveling and reading.

I am currently accepting new clients with $1,000,000 or more in investable assets and appreciate your referral.

CA Insurance Producer License Number: 0A67386. Resident State CA