The son of a career Marine, I have lived all over the United States, Hawaii and overseas. Through my own service in the Navy, I've been fortunate to travel to many parts of the world. These experiences help to shape how I present investment and wealth strategies to clients.
I have been active in my community, serving at various times in the past with groups such as the Glendale YMCA, Salvation Army and Rotary. Today, I am involved at my church and with the Alzheimer's Association.
An ideal client experience is to listen to what you want. What are your goals? What does retirement look like for you? Do you want to travel? If so, how? RVing or cruises? U.S. or international? Or is it time with the grandkids and family? Maybe you want to get more involved with your community. Or simply to create a comfortable lifestyle.
After we learn what matters most to you, I want to establish where you're at today and what we need to do to get you to that undiscovered country called retirement. Give me a call and let's get started!
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
- Military Professionals & Veterans
- Socially Conscious Investing
My Personal Interests
- History and Museums
- Personal Fitness
- Movies & Entertainment
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