Being a top-producing firm that serves nearly 120,000 clients throughout California and Hawaii, we believe that strong diversity makes for a stronger organization. Our diverse group of over 120 financial professionals is committed to helping clients make informed financial decisions which will help those lead more productive, secure and happier lives. It is important to have a business that is sustainable as well as client centric.
As Managing Partner, my goal is simple: to help our advisors build healthy practices that are sustainable and holistic, and that bring unique value to clients. Our success has come from a united focus on helping our advisors build healthy practices, and to fulfill their most personal and ambitious goals.
I’m an avid golfer and enjoy the benefits of the San Francisco Bay Area, especially its extensive walking/hiking trails. I also enjoy traveling, reading, and professional and college sports.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies