About Me

I have been working with individuals and businesses for several years. I have dedicated my career to trying to find the best investment strategies to my client's individual financial goals. I work with my clients to help make decisions after careful thought and planning.

I'm often asked, How did I get here? Why did I decide to dedicate my career to wealth management?

I experienced, first hand, how financial decisions may help a person for their entire life.

My goal is that our work together will have a beneficial and lasting a impact on my clients lives.

I grew up in San Francisco.

I have a wonderful wife and son who I'm grateful for every day. And although we LOVE San Francisco, we do our best to get out of the fog on the weekends.

I love what I do. 

I enjoy helping people pursue their financial goals. At the same time, I enjoy the constant challenge of investment management. The markets always bring new challenges, so I build portfolios that may be appropriate in any environment.

I am dedicated to developing lasting relationships with all my clients. I believe you should participate in the management of your finances, so you should fully understand the decisions we make and why. 

I'd be happy to discuss your investments with you, so please give me a call if I can help you with your investments.


  • Bachelor of Music, Michigan State University
  • Master of Business Administration; University of San Francisco

Licenses and Certifications

  • Series 7, General Securities Representtive
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Life, Health, and Variable Insurance
  • Chartered Retirement Plans SpecialistSM Certification