For over 30 years, I have dedicated myself as a financial advisor in developing long-term mutually beneficial relationships with my clients built on trust, hard work, and fun. I believe in helping others assess and pursue their financial goals while enabling them to participate in the management of their personal finances. My mission is not only to service my clients wealth management needs, but also make the investment/planning process most pleasant and educational so that clients are informed and comfortable with what has been implemented.
On a personal level, I strive to keep my education at the forefront so that I can deliver the most current and accurate guidance to my clients. My background includes earning a Bachelor of Arts Degree in Economics and Accounting at Claremont McKenna College in Claremont, California. Throughout my years in the financial services industry; I have studied and obtained several accreditations including: the AIF®, CLU®, ChFC®, CMFC™, and LUTCF®® designations. In addition, I have acquired the following Licenses: Series 7, 63, 65 and the California State Insurance Licenses (CA #0760528). Continuing education provides me with the knowledge and confidence to improve my clients' portfolios and investments. It gives me the skills of a well-practiced coach. I can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, issues surrounding estate planning, and wealth preservation. My goal is to teach investors to clearly understand the opportunities and potential rewards that are available when a proactive approach to personal finances is taken.
On a professional level, I take pride in my ability to listen to my clients' wants and needs, explain complex ideas in a clear manner, and maintain a deep understanding of your values and priorities. Once goals are established, I customize and build an effective roadmap to align clients with their vision of the future. I invest the time to research appropriate ways to structure and help manage each individual's investments, assist in the development of appropriate financial strategies for the current market, and help with an individual's wealth through proper risk management strategies.
I enjoy being a resource for my clients and using my Wealth Management/Retirement Planning background to coach them toward pursuing their financial goals.
Stifel and its associates do not provide legal advice. You should consult with your legal advisor regarding your particular situation.
Newsletters
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.