I leverage years of investment experience and a no-nonsense approach to personally assist organizations with their retirement plans as well as individuals and families manage their wealth through all stages of life. Through UBS I assist clients in areas such as corporate retirement plans (401K, 403B...), financial planning*, college saving, the development and implementation of estate planning strategies and strategic charitable giving. In the past I have served as a keynote speaker before industry professionals, been quoted as an industry authority in leading business and trade publications (including Investor’s Business Daily), as well as a featured guest lecturer at The George Washington University in Washington, DC.

*Financial planning services are provided in our capacity as registered investment advisors

• Featured guest lecturer at The George Washington University in Washington, DC
• Quoted as an industry authority in leading business and trade publications
• Chartered Retirement Plans Specialist (CRPS®)
• CFS®, Accredited Asset Management Specialist (AAMS®)
• Keynote speaker before industry professionals

• Georgetown University, Washington, DC
• The Leadership Institute, Washington, DC
• Campaign Management Institute, Washington, DC
• American College of Financial Planning, Institute of Business and Finance
• American University, Washington, DC - Economics, Law and Government

• State of California, Life Insurance and Variable Contracts Licensed (#0F88321)
• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent

• Involved with various Bay Area philanthropic, professional and service organizations
• Served as director of finance for non-profit cultural organization
• Served as a board member of three Bay Area non-profit organizations

AL, AZ, CA, CO, FL, GA, HI, ID, IL, KS, LA, MA, MI, MN, NC, NJ, NM, NV, NY, OR, TN, TX, UT, VA, WA