"People initially tend to seek out an advisor when they are uncertain how to invest their money. What people quickly realize is that there are many additional aspects of financial planning needed to attain their life goals."
Following 10 amazing years running a winery, I concluded that my real passion was helping others with their financial affairs. I understand that every person's situation is different and that there are no cookie-cutter or rule-of-thumb answers, and I am particularly skilled in constructing, implementing, and managing investment portfolios that meet a client’s personal needs and goals.
What I find most rewarding about my work is applying my expertise as a Chartered Special Needs Consultant (ChSNC®) to help families and individuals with disabilities navigate their unique planning complexities. As a father of two young boys with special needs, I bring both professional knowledge and personal experience to these situations, which fuels my commitment to helping others who face similar challenges.
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 (I especially love playing out in Bodega Bay), attending a sporting event, watching old movies, or wine tasting. My previous career as a winery owner gave me a deep appreciation for our region's food & wine culture, which I continue to enjoy as an enthusiast.
