ABOUT ME

I have been in the financial services industry since 2009. I’m a retired police lieutenant, having spent 30 years in public safety. The most common question I’m asked is how I can make the transition from police officer to a financial advisor. To me, it wasn’t as big of a change as one might expect. My motivation has always been the same: helping people and doing the right thing. The same thing that gave me satisfaction on the police force gives me satisfaction in financial services: knowing that I made a positive difference in someone’s life.

Seeing the importance of financial security in people’s lives and the need for quality, ethical advice for individuals and companies, I decided to bring my experience in problem-solving and innovation to financial planning and investment management.

In 2009, while still working at the police department, I began working for a small RIA. After retiring from police work, I began working as a financial advisor for two different broker-dealers in the Bay Area and a major bank as a banker.

I hold the following securities licenses from FINRA: Series 7, 63, & 65; as well as California Life & Health, and LTC insurance licenses. I have also earned my Certified Financial Planner™ and Enrolled Agent  & Certified Tax Coach® designations. I’m a member of the Financial Planning Association as well.

I volunteer for the Civil Air Patrol and I enjoy sailing, hiking, and SF Giants games. I live in the San Francisco Bay Area with my wife and our two teenage sons.