My role is to take the lead on investment management.
I chair our Investment Committee, where we research and select investments on your behalf. When there are fluctuations in the market or within our portfolio holdings, our Investment Committee strategizes how we will rebalance and reallocate your investment accounts. Our goal is to find value in the holdings we select and uncover long-term opportunities that arise in the market.
I began my financial planning career at American Express in 1989. In 1994, I earned my Chartered Financial Consultant (ChFC) designation from The American College in Bryn Mawr, Pennsylvania. As a financial advisor, I strive to continuously look ahead for investment strategies and opportunities that meet our clients' needs. As a business owner, I encourage our firm's employees to create and improve the systems, standards and practices that make us optimally effective for our clients.
I stay active in the community as a member of the Lakeside Golf Club. I enjoy golfing, racing cars and spending family time at our second home in Texas.
CA Insurance License #0784516