MY INSPIRATION
I grew up in a family of small business owners. My parents were challenged with the complexities of raising a family, running a successful business and trying to focus on long-term financial goals. Most of their efforts were spent on the first two, leaving little time to plan for the future. This left them with gaps in their long-term planning that were not addressed until it was too late. Those experiences motivated me to become a financial advisor.

UNDERSTANDING AND LISTENING
We use a consultative process to identify where clients are now, where they want to go and any gaps to keep them from getting there. Our families trust us to know the most intimate details of their lives so that we can better serve them. I then work with my clients' CPAs, attorneys and other trusted professionals to help them make informed decisions about their goals.

ARE WE THE RIGHT FIT FOR YOU?
Our process begins with a discovery meeting where we go through a list of well-prescribed questions to get an understanding about what’s most important to you. There are three potential outcomes. First, we might find that your current financial advisor is doing a great job, in which case we'd recommend you stay put. Second, we might identify some gaps in your situation and may invite you to be part of our family of clients; however, we do limit our practice to a small number of families. Lastly, if we aren’t the right fit for your situation, we'd recommend you to someone in our network.

ABOUT ME
I enjoy spending what spare time I have with my family – camping, skiing, bike riding, cooking and volunteering in the community to serve those in need. I am also an amateur photographer.

I am an active member of the Campbell Chamber of Commerce, Campbell Rotary and San Jose Elks. I also hold the AAMS® and CRPC® professional designations from the College for Financial Planning.

WE'RE HERE TO HELP
To set up a consultation or for administrative needs, contact [email protected].

Focus areas

  • Employee Stock Options
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Cooking
  • Camping
  • Golfing
  • Volunteering
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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