As a trusted advisor for my clients, I continually listen, understand, and propose strategies that help them be as confident as possible in pursuing their financial priorities. My focus is not only helping them work toward their financial goals but also to feel more comfortable in the pursuit of those goals.
My practice has been built from scratch over the past 7 years so my experience includes having financial planning conversations with thousands of people as well as all the ongoing planning I continually do for my clients. I currently have over 100. I am very knowledgeable in the areas of retirement planning, asset protection, social security, market volatility, and insurance planning.
On a more personal note, I love to be active and stay involved in my community. I am a Rotarian and serve on the board for my Rotary Club, I am a board member for Puertas Abiertas and also co-founded Napa Business Advantage which is a business referral group that also partners with local non-profits to help organize fundraising events for those non-profits. I love outdoor sports including skiing, snowboarding, and backpacking. I also take every opportunity possible to get together with good friends.
Feel free to reach out to me: 925-784-6333 cell