For over three decades, I've been working with clients to help them pursue their financial goals and improve their lives. I believe that every client has a unique story to share, and my role as a financial advisor is to listen to those stories, understand their goals, and provide personalized solutions.
My career started with an interest in the investment markets and my desire to help clients make informed decisions regarding their financial future. Now, I focus on comprehensive financial planning and investment management, with a particular emphasis on tax and estate-planning issues faced by individuals and families nearing retirement.
I am passionate about giving back to the community and I currently serve as either a committee or board member for Foothill Family Service, the Friends of the Castle Green, the Pasadena Twilight Club and Trinity Presbyterian Church. In the past, I have also served on behalf of Pasadena Heritage, Mayfield Junior School, Leadership Pasadena, and the San Marino/South Pasadena YMCA.
When I'm not helping clients or volunteering in the community, I enjoy spending time with my family. I'm married to my lovely wife, Lyn, and we have two daughters, Kate and Grace. We love to travel together and expose our children to different cultures and experiences.
I enjoy golfing, hiking, and scuba diving when I have the opportunity. I love a great sunrise on the trail to first water, I am gratified by a miraculous sand-save, and despise the traffic loop at LAX.