I have been coming to Mammoth Lakes since 1984. I graduated from UC Davis in 2000, where I studied how large businesses operate. After college, I worked with military middle school and high school students with the U.S. Army in Heidelberg, Germany and the US Navy in Keflavik, Iceland.

The Saturday after Thanksgiving 2004, I made Mammoth Lakes my home, turning my love of the mountains to where I started my career.

I rolled my retirement account into Edward Jones, thinking, “I really don’t get this whole ‘investing thing." Now, I am helping individual investors achieve their financial dreams. I could not imagine doing anything else.

I have watched my clients add to their lives with new children, grandkids and marriages, and helped them navigate some of the biggest transitions of their lives, such as career changes, divorce, retirement, new homes, moving and sadly, even death.

When I am out of my office, I am volunteering with the Lions Club, socializing with my friends, skiing on the mountain or taking my pup on an adventure. In the rest of my free time, I like to get away for some "mini-cations".

Thank you for the opportunity to be a part of your financial goals! I look forward to serving your needs.

Focus areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies
  • New Investors
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Skiing
  • Golfing
  • Traveling
  • Triathlons

Office Information

Mailing Address

P O Box 1678 Mammoth Lakes, CA 93546

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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