Our Qualifications

We have been working with individuals and businesses in the area for decades.

We have a local and national planning team that collaborates with me on behalf of my clients.  This team includes CFPs, CFAs, JDs, ChFCs, CRPCs, etc.  We have been recognized by the Financial Planning Association for our planning process and expertise.

I have been in practice since 2002.  I have a Masters in Business from Saint Mary's College,  a Bachelors degree from Washington State University and am a Chartered Retirement Planning Counselor.  Additionally, I have taught Financial Planing at St Mary's College and was listed as a "5 Star Wealth Manager" in Diablo Magazine in 2011, 2012, 2013, 2014, 2015, 2016 & 2017.  I am a member of the Academy of Special Needs Planners.  I have been a featured speaker to many groups, including the Sotos Association and the San Francisco Autism Society. 

I am an active member of the community and donate my time to charitable organizations. I am a founding member and current advisory board member of Sunflower Hill, a non-profit whose mission it is to provide life-long residency and quality programing for special needs adults.  I have been a Special Olympics basketball coach for the Tri Valley Rockets since 2002.  I served as Chairman of the Valley Health Care Charitable Foundation for several years, and taught "Financial Strategies for Successful Retirement" at St Mary's College in Moraga, Ca.