“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.”
Following 10 amazing years running a 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.
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.
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.
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.
