I am passionate about building customized financial strategies and life-long relationships with families and business owners. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I also support business owners by evaluating and building custom retirement strategies to meet their financial needs.

Though I enjoy working with all my clients, I have made the most impact with people in transition (changed jobs, recent retirement, divorce, etc.). I especially like helping professionals in biotech/pharma since I have 15 years of experience working in the industry.

I became a financial advisor to give back to the community that has given so much to me and my family. I am a member of the Rotary Club of Thousand Oaks. My goal is to help as many people as I can buy their first home, put their kids through college, retire with dignity and leave a legacy for their family.

For over two decades, I have lived in the Conejo Valley. Newbury Park is where I live, where my wife grew up and where we are raising our children. I have three kids, one son at Sequoia Middle School, a son at NPHS and a daughter at San Diego State University.

I would like to answer any questions you have to allow you to make informed, financially sound decisions. Contact my office today to see how I can help make your financial goals a reality.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Camping
  • Car Restoration
  • Coaching Sports
  • Cooking
  • Home Improvement

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 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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