“I enjoy working with our clients to produce creative solutions to solve financial matters — making the complex seem simple.”
My experience owning a local marketing company has served me well in advising others about the opportunities, challenges, and nuances of owning a small business – including managing for taxes, retirement planning, business succession, and strategic planning. I work with many individuals and families preparing for and transitioning to retirement: focusing on cash flow distribution strategies, retirement planning, and providing clients with solid fundamentals in long-term investing. I offer a very personal and custom approach to the planning process because every client has unique needs, preferences, and opportunities.
In addition to over 20 years of wealth management experience, my professional background includes research and data analysis for a global financial institution. I am also a member of the Financial Planning Association.
A long-time resident of Sebastopol, I live in west county with my wife Jina and our three children. I am involved in youth sports, coaching Little League, softball, and youth football.
