Here to act in your best interests

About me

As a financial planner, I have the privilege of helping individuals and families achieve their personal and financial goals. By addressing your concerns and understanding what is most important to you, I will develop a comprehensive financial plan to help guide you through every stage of life. Outside of work, my wife, Kathy, and I spend a lot of time cooking, working out, and searching for our next dog to adopt (Boston terrier or Saint Bernard or both).


Bachelor of Arts, San Francisco State University

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Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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San Francisco I - Walnut Creek

2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

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Los Angeles IV - Anaheim

2400 E. Katella Avenue
Suite 410
Anaheim, CA 92806

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San Francisco III - Santa Clara

3945 Freedom Circle
Suite 950
Santa Clara, CA 95054

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning