Ted helps his clients plan for what’s next in their lives, focusing on assisting them in meeting their short- and long-term financial goals through thoughtful planning. He can be considered a valuable resource for helping clients and their families chart and stay the course of their financial goals. Ted’s wealth management process is carried out in a disciplined and transparent manner.
Ted can help address such needs if:
- You are seeking a goals-based approach to meeting your family’s needs
- You are thinking about divorce or have already entered that challenging process
- You are starting a new job or business
- You are caring for a family member or friend with a disability
- You need a second opinion on your financial/retirement position
- You are an attorney or CPA with a desire to provide a resource for your clients
Ted graduated from Western Carolina University and is an active member of the community. He serves on the board of the Morgan Autism Center and Bay Area Housing Corporation, and he is also a member of the Santa Clara Rotary Club. Additionally, he affiliates himself with the Sierra Club and the San Jose Bicycle Club. Ted has called the Bay Area home since 1985 and enjoys skiing, golfing, biking and backpacking. Most importantly, he is the proud father of two daughters. He follows the RBC Wealth Management tradition of participating in the communities they serve, which drives his interest in spending time volunteering with organizations in the community.
