My Qualifications

I have been providing financial services to individuals and businesses in Orange County since 1983.

I hold various professional designations (CFP), and am qualified and licensed to offer a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all my clients.  I will assist you in assessing your financial goals and then  participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I provide is a roadmap to working toward a more secure financial future.

I look forward to working with you in realizing your financial goals.