Since 1998, my staff and I have been serving families and businesses in meeting their most important financial goals. I understand that each client has unique circumstances and objectives. I incorporate these in helping clients develop long-term financial strategies. I offer complimentary consultations and portfolio reviews.

In 1982, I graduated from the University of Kansas with a Bachelor of Science degree in chemical engineering. I later continued my formal education by earning a master's degree in business administration in 1997 from Golden Gate University.

As a financial advisor, I earned the following professional designations from the College for Financial Planning: Accredited Asset Management Specialist™, AAMS™ and Chartered Retirement Planning Counselor, CRPC™. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I have continued my passionate community involvement, having served on various boards of directors including the Rotary Club of Elk Grove and the Elk Grove Regional Scholarship Foundation. I served as president of the Rotary Club during 2014-2015. My most passionate programs with the Rotary Club are its elementary literacy and middle school math education projects.