Our Family Approach

I specialize in helping pre-retirees and retirees build, preserve, and protect retirement assets. Since graduating from the San Diego State University School of Business in 1977, I have owned and operated small businesses and partnered in real estate development. In addition, I have been a featured industry speaker nationally, and have mentored hundreds of financial professionals.

I strive to educate my clients on how to prepare for retirement, minimize the impact of market volatility on their assets, and deal with the challenges of increased longevity. I believe that a proper financial strategy blends both time proven tactics, as well as innovative new technologies to develop reliable income streams. I feel blessed to be married to my wife Nancy for 37 years. I enjoy mountain biking, kayaking, and traveling with Nancy.

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