Our team's purpose is to bring clarity and confidence to your financial well-being while partnering with you to help you achieve your most important life goals.

The process begins with a tailored, personal approach with each client's unique situation being the North Star. Through our discovery phase, we learn about you, your values and your most critical priorities. After careful analysis, I present strategies and a plan of action. Finally, we monitor and report progress on an ongoing basis as real life events may impact outcomes.

Our team provides an interactive, relationship-based experience, merging the best technology with a holistic, human-centric approach. This is not for those wanting to "set-and-forget" or day trade.

Our branch is centered around entertainment/media professionals and related small businesses, and professional sports coaches. Our clients are behind the camera, in the C-suite or on the sidelines. They are the engines behind the scenes and this is our core focus area.

Together with Branch Administrator Renee Thurau, we bring nearly 50 collective years of entertainment industry experience and a deep understanding of the inner workings of the industry. That knowledge extends to pension plans for the DGA, IATSE, PGA and WGA and Solo(k) concepts.

Mid-career job changes, ESG and impact investing are also areas of focus.

Our team works closely with estate attorneys, managers and tax professionals to execute and monitor your vision. We are deliberate and intentional in our process to help you achieve what often seems impossible or improbable.

My wife, Kathy, and I have lived in the area for nearly 40 years. A graduate of Loyola Marymount University, I enjoy college basketball, cooking and travel. I have served nearly eight years with the Alzheimer's Association, including acting as Co-Chair for the 2021 Los Angeles Zoo Walk to End Alzheimer's.

Renee and her family are longtime Burbank residents. She brings a wide range of experience from both the entertainment and non-profit sectors.

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Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Social Responsibility
  • Basketball
  • Traveling
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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