“People initially tend to seek out an advisor when they are uncertain how to invest their money. What many people quickly realize is that to reach their life goals, comprehensive financial planning is critical. Investing is just the tip of the iceberg. This can feel overwhelming. My goal is to discover each individual’s current situation and long-term goals, and then alleviate their stress by taking the reins from there.”
JOIN DATE: 2022
CONTACT: [email protected]
My passion for the financial markets began in elementary school when my dad let me pick and follow stocks through the Wall Street Journal. I continued this path by majoring in finance at Santa Clara University and after graduation worked as an equities trader in San Francisco. After nearly a decade of trading stocks, I switched gears and began working in the wine industry, which soon led to the founding of my own winery in 2008. You may have even visited my tasting room in the Carneros region of Sonoma County.
Following 10 amazing years running the winery, I concluded that my real passion was helping others with their financial affairs. As I was phasing out of the wine business, I obtained my CFP certification and worked at JDH Wealth in Santa Rosa for close to four years as a wealth advisor.
I am particularly skilled in constructing, implementing, and managing investment portfolios. Other expertise includes small business planning, retirement projections, tax strategy, and special needs planning. I understand that every person's situation is different and that there are no cookie-cutter or rule-of-thumb answers. I take pride in my thoughtful and analytical approach to financial planning and look forward to making a difference in every client engagement I have.
My other area of expertise is a bit more unique: As a Chartered Special Needs Consultant (ChSNC®), I can help families and individuals with disabilities navigate the added planning complexities specific to them. Being a father of two young boys with special needs not only gives me the experience, but also the motivation to help others in similar situations.
ON A PERSONAL NOTE: I grew up in Santa Rosa and currently live there with my two sons. When I am not spending time with them, you might find me on a golf course, wine tasting, or attending a sporting event.
EDUCATION:
- BS Finance, Santa Clara University
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Special Needs Consultant®
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
- Redwood Empire Estate Planning Council
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