Over my almost 40-year career as a financial planner and advisor, I’ve developed a passion for helping you achieve the retirement you’ve always wanted. I believe that a comfortable, confident retirement starts with outlining your goals, your passions, and developing a plan to achieve them.

The world of investment and retirement planning has changed a lot since I became a Certified Financial Planner in 1984, after my time in the Army and a stint at IBM, but I pride myself on staying on top of new developments and financial trends.

For myself, I’m a big fan of baseball and basketball, and love to attend games with Chad and Candace, my wonderful children who reside in San Rafael, CA. I also enjoy swimming and biking in San Francisco Bay to stay in shape and take in the great outdoors. All that keeps me pretty busy but when I can find the time I also sneak in a round or two of golf.

I’d love to start a conversation with you about what you can do today to help you plan for the day you stop working and start a bold new chapter in your life.  We want to help you with a plan to be where you can explore your passions, spend time with your loved ones, and get in touch with the kid in you.