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.
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Car Restoration
- Coaching Sports
- Home Improvement