I work to help individuals and families committed to confronting their retirements financial uncertainty with clear, straightforward financial advice by converting technical knowledge into practical, actionable strategies.

Over the years, I have helped countless families in the community to fund their investment goals. I hold my Chartered Retirement Plans Specialist (CRPS®) designation and strive to deeply serve investors, business owners, blended families and families with special needs.

I live in Dixon with my family and two Yorkies, Axl and Slash. I can be found most weekends having family and friends over for a fun relaxing weekend dinner catching up on the past week's activities. I proudly serve as an active member of Dixon Soroptimist International where I apply my focus and dedication to improving the lives of women and girls in the local community and throughout the world.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Hiking
  • Photography
  • Music
  • Running
  • Spending Time with Family

Office Information

Office Address

1170 North Lincoln Street Suite 104 Dixon, CA 95620

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Request an Appointment

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