“I enjoy working with our clients to produce creative solutions to solve financial matters — making the complex seem simple.”
JOIN DATE: 2013
CONTACT: [email protected]
My experience owning a local marketing company has served me well in advising others about the opportunities, challenges, and nuances of owning a small business – including managing for taxes, retirement planning, business succession, and strategic planning. I love to combine my analytical acumen with my personalized advisory skills as I help business owners and others make informed decisions about their personal and professional wealth.
I work with many individuals and families preparing for and transitioning to retirement: focusing on cash flow distribution strategies, retirement planning, and providing clients with solid fundamentals in long-term investing. I offer a very personal and custom approach to the planning process because every client has unique needs, preferences, and opportunities.
Prior to joining Willow Creek Wealth Management, I was a senior wealth advisor at a wealth management firm in San Rafael, where I specialized in portfolio management and financial planning for high-net-worth individuals. In addition to more than 15 years of wealth management experience, my professional background includes research and data analysis for a global financial institution. I am also a member of the Financial Planning Association.
ON A PERSONAL NOTE: A long-time resident of Sebastopol, I live in west county with my wife Jina and our three children. I am involved in youth sports, coaching Little League, softball, and youth football.
EDUCATION:
• MS in financial planning, Golden Gate University
• BS in business management information systems, California State University, Chico
• CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
COMMUNITY:
