COMMITMENT TO GOALS
What are the most important things in your life? What do you want to accomplish? Do you have a financial strategy to achieve your personal goals?

As a financial advisor with more than 10 years experience, my goal is to help you answer these questions and reach your goals. My passion is to help others. I listen carefully to your needs and educate you about your options. The result is a financial strategy that is unique to you. I partner with you to set a solid financial foundation to build wealth for your retirement. During your retirement years, I use established strategies to help create income and preserve your wealth. I partner with you and your tax and legal teams for estate considerations.

COMMITMENT TO SERVICE
My practice is a blend of my passion for finance and building strong long-term relationships. I worked for over 18 years for two Fortune 500 companies in technology and consumer products. I gained valuable insights into how quality publicly-traded companies are run.

COMMITMENT TO FAMILY
My wife, Megan, and I have been happily married for over 15 years, with two wonderful sons. Megan is an elementary school teacher. We have a close-knit extended family. Our family loves hiking and traveling together. I am also an avid golfer.

COMMITMENT TO THE COMMUNITY
I am a board member and manager with Mark West Little League. I have coached and managed other sports organizations ever since my boys were little. I am an active Rotarian. Our local projects include feeding the hungry, supporting teachers and students, and other projects to support our community.

COMMITMENT TO YOU
My goal is to provide service beyond your expectations. We can start the process with an introductory meeting to get acquainted. In partnership with my branch office administrator, Beth Thomlinson, we strive to create the best experience for you. Beth and I work very well together in spite of my being an SF Giants fan and Beth being an LA Dodgers fan!

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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