As someone who is blessed to have been born with a servant’s heart, this profession answered my personal and professional callings. Or I could say, more realistically, this profession snagged me. I can think of nothing I would rather be doing than reveling in the honor and privilege of accompanying a client on such a personal adventure as their life’s journey. And some of it even has to do with financial planning!
Areas of Expertise: Life/Wealth and Transition Planning
Education: Bachelor of Science, Business; University of the Pacific (UOP)
Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
My personal hero:
Who inspires me:
Allie, my wife, who triumphs daily over MS, as well as being a 15+ year breast cancer survivor. Her perseverance, discipline and faith inspire me in recognizing and acknowledging what really matters in life.
My favorite thing:
Cherished family time; especially time enjoying our granddaughters.
My greatest extravagance (under $100):
A good cigar and an even better bottle of wine, enjoyed in great company, exemplifies my idea of extravagance.
Most important accomplishment:
We build powerful relationships by working towards common goals
We work directly for our clients and put client’s interests first
We listen and keep an open mind
We learn and teach continuously
We hold ourselves accountable for pursuing the highest standards
We make decisions with future generations in mind