Qualifications
I have been in the securities industry since 1983. Prior to joining RBC Wealth Management in February 2009, I spent 26 years at Morgan Stanley. I graduated with a Bachelor of Arts degree in pre-professional studies from the University of Notre Dame in 1977. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 1988. Additionally, I hold the Series 7, 63, and 66 licenses. In 2012 I completed the Accredited Wealth Manager Program and have earned RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Geared toward meeting the specialized needs of individuals and families, this advanced-level program builds on the fundamentals of wealth management, with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives. By earning this professional designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high net worth clients. The program also offers high-level insight on how to collaborate with other professionals, such as attorneys or accountants, to create better, more unified wealth strategies.
Personal
I live in Fresno with my wife and the youngest of our four children. I enjoy being active in my community by serving on the Board of Governors at Fresno State. I also like to golf, snow ski, and travel.
