Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. --Ayn Rand

I remember seeing this quote many years ago in college. Unwittingly it may be why I enjoy working with my clients as much as I do: helping clients save and provide income for themselves throughout their lives; paying for their children and even their grandchildren to go to college; discussing ways to prepare for the worst with insurance to provide for those that mean the most; and by advising how to leave a legacy when they give to others.


WHERE DO YOU WANT TO GO?

It's your journey, so we want to understand what's important to you. We then use an established process to build personalized strategies--your roadmap to get you where you want to go. You won't be alone on the journey; we will partner with you throughout your life to help keep you on track.


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. Next, there are three potential outcomes. First, we might find that your current advisor is doing a great job, in which case we would recommend you stay put. Secondly, 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 would recommend you to someone in our network.

My office partner, Luana, has been with Edward Jones for nearly four years and is the first person you see when you come to the office and the voice you hear when you call the office. She is experienced and extremely capable, and always with a smile on her face. Luana loves gardening and spending time with her family.

I have lived in Sonoma County for nearly 20 years and with the help of my beautiful wife have raised three wonderful children who are all starting their own journeys.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Community Outreach
  • Golfing
  • Baseball

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 - 02:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More