As an independent financial advisor, I focus on assisting individuals, families, and small business owners pursue their personal and financial goals by offering sound advice and providing the highest level of service. I work with clients of all ages and specialize in serving clients planning for and approaching retirement.

I offer clients a broad range of financial services and investments products, which can be tailored to meet specific needs and objectives. I am committed to providing exceptional service and work closely and effectively with my clients.

I have over 10 years experience as a Financial Advisor, am AAMS® credentialed, and hold the FINRA Securities Series 7 & 66 licenses and Life/Health/Annuity licenses. Individuals who hold the AAMS® designation have completed a extensive course of study encompassing investments, insurance, tax, retirement, and estate planning issues.

I am a lifetime resident of California and live in Orland with my wife Karen, son Marc, and daughter Tessa. In my spare time I enjoy fly-fishing and outdoor activities with friends and family.