My role is to act as a mentor and a knowledge resource to our client service staff.
I have been Cal Cap’s Client Service Director for over 20 years. During that time, I played a meaningful part in helping many of our clients retire. I now find myself gradually transitioning to retirement as well.
I am currently working part-time, my goal being to transition to full retirement within the next few years. With my transition to being part-time, Connie and Arika are now the best people for you to contact first when you need assistance.
I strongly believe in the importance of superior client service and have made it my personal goal to offer exemplary service to our firm’s clientele over the years. As I transition to full retirement, I now pass that torch on to my client service colleagues, Connie and Arika.
Having helped establish many of the client service principles and processes here at Cal Cap, my priority at this time is to pass along my intrinsic knowledge, Cal Cap’s client service ethics and our attention to detail to Arika and Connie. These two are already incredibly proactive, capable and service-oriented in their roles as client service team members.
Most of my life I’ve lived in California, with brief forays to Pakistan, Hawaii and the Pacific Northwest. I love feature films of all genres, and I am often at my local movie theater at least once or twice per week.