Commitment

Since 1985 I have been dedicated to planning for the insurance, investment, and financial life planning needs of successful families and entrepreneurs from Pacific Palisades to Palos Verdes to Pasadena to Porter Ranch.

My practice is designed for people of means who value professional advice and their own time so much that they outsource their financial situation to a trusted adviser who can do the heavy lifting.

 

  Protecting those you love, what you earn, what you own, and the business you may have built

  Planning for life's biggest transitions, on your timeline

  Partnering with you to create the best possible life with the money and resources you have

 

 

 

Partnering with you to help you address the most important events in your life

I am most passionate about teaching financial literacy to empower you to make the best financial decisions for yourself, your family, and your business, based upon your unique circumstances, resources, and the dreams you have.

I have served the Los Angeles community mentoring over 600 Eagle Scouts through my work with Pacific Palisades Troop 223, and taught Earthquake and Emergency Preparedness as a Red Cross Preparedness Educator to companies and neighborhoods throughout our metropolis. 

I connect my friends and clients to other trusted advisors through decades of leadership in Scouting, Provisors, the California Society of CPAs, and the Exit Planning Institute; have served my profession as Board member and President of the Los Angeles County Chapter of the Society of Financial Services Professionals, and as a Life and Qualifying Member of the Million Dollar Roundtable; and, earned a few professional financial credentials and licenses along the way (Chartered Life Underwriter, Chartered Financial Consultant, Certified in Long Term Care Planning, Retirement Income Certified Professional) to offer my clients the highest level of service and relevant professional education.

You work too hard to risk your family and your financial future to chance. 

Let me know how I can help you.