After a 30-year career in public safety and 16 years in the Army National Guard, I transitioned into financial services in 2009 with the same core motivation: helping people and doing the right thing. What began as a part-time role while still on the force became a full-time calling after retirement. I’ve since worked with RIAs, broker-dealers, and a major bank in the Bay Area, bringing the same dedication, integrity, and problem-solving mindset to financial planning that I brought to public service.
I hold FINRA Series 7, 63, and 65 licenses, as well as California Life, Health, and Long-Term Care insurance licenses. I’m also a Certified Financial Planner™, Enrolled Agent, and Certified Tax Coach®. As a member of the Financial Planning Association, I focus on providing ethical, personalized financial advice to help individuals and businesses achieve long-term security and peace of mind.
I live in Walnut Creek with my wife and our two sons