I am a Senior Financial Advisor and Managing Director-Investments with over 30 years’ experience helping people make successful investment and planning decisions.

I apply the experience, discipline, and care I would expect for my own family and provide proven strategies for each client’s unique goals and circumstances.

I was raised in Moraga, California and began my career as a Financial Advisor in 1985.       My formal training includes an MBA in Finance, the CERTIFIED FINANCIAL PLANNER® designation, and a CIMA® from the Wharton School of Business. My decades of experience and deep financial education help me successfully integrate retirement income planning and professional investment management in a way that can better support your long‑term financial objectives.

Outside the office I enjoy spending time with my wife, Susan, and our two grown children. We enjoy traveling, theater, hiking, and volunteering with our church and local charities. I have also enjoyed playing recreational softball and golf in the Tri‑Valley area since 1984.

Please explore the “Recent Awards” tab above to learn more about my 14 years as a San Francisco East Bay Five Star Wealth Manager.

I welcome the opportunity to talk with you about your goals and how my team and I can help you achieve them.

Insurance licensed in the following states: CA Lic. #0A7135, Resident State: CA