I am a financial advisor and licensed insurance agent. I aim to help educate and assist individuals with their Medicare choices and retirement planning needs.
I live in Temecula with my wife, two children and our “grand-dog” Tyson!
I was raised and educated in England and moved to the USA in 2001 initially in San Jose and then in 2003 to Temecula. I started my career as a digital hardware designer moving on to writing software and later to mobile software project management for over 20 years.
In 2017 I switched careers to financial services. Tiring of travelling around the country on a weekly basis I decided that managing software development was not spiritually fulfilling and I wanted to help educate people planning for retirement, where part of that education included Medicare health coverage.
I will listen to your requirements and help you select a Medicare plan that meets your needs based on your lifestyle, your medications and your preferences for a doctor/specialist and your hospital preferences (if any).
CA License # 0L92241