I have been helping clients achieve their financial goals since 1987. Prior to joining RBC Wealth Management in 2003, I spent 17 years as a Financial Advisor with Merrill Lynch. From 1969 through 1986, I was involved in business management in the California Nursery Industry. I graduated from the University of California in 1969 with a Bachelor of Arts degree. I have earned the RBC Wealth Management internal, professional designation of Accredited Wealth manager (AWM). By attaining the AWM designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of retirement planning, insurance solutions, charitable giving, and estate planning strategies.
I was raised in Fresno where I currently live with my wife and two young children. As a family, we are active in mountain sports, from winter skiing to summer hiking and kayaking in the nearby Sierra Nevada Mountains.