As a Private Wealth Consultant, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1986. I help clients succeed by undertanding their immediate financial needs, their future goals and ultimately their personal dreams.
I live in Aliso Viejo, and serve clients in Newport Beach, Irvine and Yorba Linda. I enjoy spending time with my family. I've been married for more than 34 years and have two grown daughters who have graduated from college. I enjoy working with the Orange County Goodwill Industries, Working Wardrobes and Vet Net. In my spare time, I enjoy traveling with my family, playing golf, attending sporting events and going to the beach.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.