As a Senior Financial Advisor, I am dedicated to learning about your personal goals. I work in a team-based model to customize an investment plan to help meet your specific financial situation, from funding a child or grandchild’s education to planning for retirement. I believe a sound investment plan must reflect your personal or business situation and my team will work to develop a plan that achieves your goals. I live in Walnut Creek, CA with my wife and three children. While away from the office I enjoy coaching my son’s football team and living a healthy active lifestyle.
Professional Experience and Education
I began my financial services career as a Financial Consultant with Morgan Stanley In 1996; I joined Bank of America/Merrill Lynch in 2003 where I worked for eight years. I then moved my financial practice to Wells Fargo Advisors in 2011, where I manage assets for individuals, family trusts and retirement plans. As a Senior Financial Advisor I have served East Bay area investors for over 20 years. I earned a Bachelor's degree in Business Administration from St. Mary's College.
CA Insurance License Number: 0B81239. Resident State CA.
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