My team and I provide individuals and business owners with a unified and current view of the complete financial picture; and put your financial security where it belongs, first. Next, we'll help you to improve your cash flow, save for emergencies, minimize risk, and maximize assets through tax efficient strategies and and proven financial concepts. Over time everything changes: markets ebb, costs rise, goals fluctuate. There is a better way to plan that doesn't involve having to predict the future.
While not working, I enjoy spending time with family, golfing and pretty much any outdoor activities. I am happily married with two amazing kiddos (Maggie and Owen). My wife, Bobbi, is the founder and operator of a local Montessori school. The entire family, plus my mom and dad, volunteer at a local horse rescue farm on the weekends.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian
CA license #0M10760