“I enjoy partnering with clients to bring clarity to their financial lives – helping simplify the complex and create thoughtful, practical solutions that support their goals.”
Making the leap from a career to retirement is one of the most important – and often overwhelming – financial transitions people face. I specialize in guiding individuals and families through this phase with strategic income planning, personalized retirement strategies, and a disciplined, long-term investment approach that fosters lasting financial confidence. As a business owner, I’ve gained firsthand experience in financial decision-making, long-term planning, and managing wealth through different stages of life. That perspective, combined with over 20 years in wealth management, allows me to take a practical, customized approach – helping each client align their financial resources with their goals, values, and evolving priorities.
What I find most rewarding about this work is creating clarity in the midst of complexity. I’m especially passionate about helping clients prepare for major life transitions, drawing from both my professional expertise and personal experience to offer guidance that’s grounded, thoughtful, and forward-looking.
As a long-time resident of Sebastopol, I enjoy being part of the West County community, where I live with my wife, Jina, and our three children. Outside of work, I'm deeply involved in coaching youth sports and when I’m not on the field coaching, I enjoy golf and weight training to stay active. Family time is a top priority for me, and one of my greatest joys is traveling to watch my son compete in Division 1 football at Idaho State University. Whether on the field, at home, or in the office, I’m passionate about showing up for my family and my clients with the same level of commitment and care.
