We will listen, connect and understand what is most important to you and your family. By comprehensively understanding your needs, we look forward to supporting you towards the goals that drive you.

Before building my practice in Camarillo in 2012, I served in the US Navy for 13 years as a pilot of both carrier-based and land-based aircraft finishing at Pt Mugu in the C-130. While in the Navy Reserves, I served with the Naval Leadership & Ethics Center, retiring in 2019.

My educational background includes bachelor's and master's degrees in mechanical engineering. Most recently, I have obtained the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards the CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. By continuing to hone our skills, we are able to serve the most complicated situations for business owners, executives and families planning for the future.

Actively involved in the Camarillo community, I currently serve on the St. John's Hospital Foundation Board, chair the finance committee of St. Mary Magdalen School and participate in organizations supporting my children's activities.

Our branch office administrator, Kristine Durand, has a Bachelor of Arts from CSU Fullerton in business administration and marketing. She has a passion for people and is committed to helping clients through life's adventures. She has always been involved in education, our local city and the Ventura County community.

Together, we bring experience and care to your concerns. We are committed to understanding what is important to you and will partner with you to achieve your financial objectives.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Running
  • Reading
  • Golfing

Office Information

Office Address

2360 East Ventura Blvd Suite B Camarillo, CA 93010

Mailing Address

2360 Ventura Blvd Suite B Camarillo, CA 93010

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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