My primary purpose is to ensure your visit with our team focuses on what matters most to you! From the initial meeting with my branch office administrators, Lynette Sweeney, Connie Bernard or Alice Lock, we will make a difference now and in your retirement years. Come in, have a soda or coffee, and get to know us. No matter what financial needs you have, our team can provide you the service you deserve.

My wife, Alice, and I have been married over 37 years and have two grown children. In 1997, we made Bakersfield our home. As a retired Navy Chief Petty Officer / Counselor for 21 years, I proudly served on three U.S. Submarines along with countless shore commands. Helping military service members and their families through various issues, including financial concerns, is where I found a passion for making a difference in Kern County.

Upon retiring from the Navy, I completed my bachelor's degree with honors from Ashford University. I volunteer and support various local organizations such as the Wounded Heroes Fund, reviewing hundreds of budget sessions with Veteran grant applicants and the Alzheimer's Disease Association of Kern County. I was a board member with the North of the River Chamber. When I have the time, I love gardening, remodeling and donating my time and talents to local Veterans in need of assistance.

We look forward to hearing from you and beginning the process of helping you reach your most important goals.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Pets
  • Traveling
  • Gardening
  • Scuba Diving

Office Information

Office Hours

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

Branch Team

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