I have been providing financial planning and wealth management assistance to individuals and businesses in the Santa Rosa area for over 50 years. I began in 1968 as an agent, and I have been licensed as a registered representative since 1969.
After more than five decades in this profession, I remain as passionate about the work I do as when I entered the industry. It gives me great pleasure to use my knowledge and experience to design investment strategies that will help my clients — I think of them as my friends — to live better, retire more comfortably, pass on a legacy and enjoy peace of mind. I love my work because I know it benefits people I care about.
I am dedicated to developing lasting relationships with all my clients. My goal is to help them establish financial goals and make their assets work as hard as possible — while always keeping in mind each client’s individual tolerance for risk.
One of the benefits of working with my firm, CaliforniaHawk, is our ability to provide clear, easily understood explanations of financial products and services. Our recommendations, painstakingly tailored to the particular needs and circumstances of each client, are a road map to a more secure financial future.