I am a fee-only Certified Financial Planner™ practitioner and California State Registered Investment Adviser. Upon graduating with a degree in business management from Sonoma State University, I spent seven years as a stockbroker with Dean Witter and Prudential Bache Securities. After spending two years as a retirement analyst with the County of Sonoma, I joined Core Asset Management, a Marin county Registered Investment Adviser responsible for the management of approximately $80,000,000 in client assets.

As Vice President, I had the primary responsibility for managing approximately 150 client relationships and was an essential member of the Investment Committee. Now serving my clients as an independent financial adviser, I work from my own investment management and financial planning practice in Folsom, CA. I spend considerable time keeping up with the constant changes in the market place by reading numerous industry publications and through more formal continuing education. I have passed the CPA examination, the CFP® certification examination (as well as meeting the CFP Board of Standards’ specific education and experience requirements) in addition to the NASD Series 7 and 66 examinations.

I am also a proud member of The Garrett Planning Network, Inc. a nationwide group of like-minded financial professionals who provide objective, fee-only financial planning services to a wide range of clients who come from all walks of life and backgrounds. My services are provided on a fee-only, hourly basis, or as part of a long-term advisory relationship.

Why choose a fee-only adviser? Fee-only advisers sell advice – not products. Without an incentive to sell a particular investment or proprietary product, there are no conflicts of interest regarding compensation. In addition, there are no long-term contracts, net worth or account minimums to meet should you wish to become a client. I am dedicated to providing you with as much advice as you need, whether a short session to answer specific questions or a multi-issue financial plan.