I began my investment industry career in 1984 and joined Stifel in 2011. I take a comprehensive approach to serving my clients and seek to add value not only with regard to investments, but also a wide variety of financial issues. My two main goals are:

1) to help you create a vision of your retirement, and
2) to develop a customized strategy designed to help make that vision a reality.

I earned a Bachelor of Science in Finance from California State University, Northridge, and hold the Accredited Investment Fiduciary^® designation.

I have been married to my amazing wife, Elise, since 1984 and have two fabulous daughters, Ashley and Emily, and two grandsons who have been formally acknowledged as the two cutest boys ever born. My wife and I lived in Calabasas for 28 years, and in 2018, we happily downsized to a home in Westlake Village, located on the lake and one mile from my office.

What Makes Me Different

Having been a financial advisor since 1984, when the Dow Jones Industrial Average was at 1,200, I have helped my clients navigate through various market impacts, including:

• Crash of 1987
• Recession of 1990
• Asian Currency Crisis (mid 1990s)
• Russian Debt Default (late 1990s)
• Bailout of Long-Term Capital Management
• Dot-Com Boom
• Dot-Com Bust
• September 11, 2001
• Enron Bankruptcy
• Iraq War
• WorldCom Bankruptcy
• Subprime Crisis
• Bear Stearns Collapse

• Lehman Brothers Bankruptcy
• TARP and the $700 billion bailout
• Flash Crash
• Wall Street Reform Act
• European Debt Crisis
• “Fiscal Cliff”
• “Brexit”
• The Greek Debt Crisis
• Hurricane Harvey
• U.S.-China Trade War
• Impeachment Trial
• COVID-19

I’ve seen the Dow Jones Industrial Average go up and down and up again from 1,200 to more than 40,000. I have the benefit of more than four decades of experience in guiding you through whatever comes next.