I entered the financial services business in 1980. In 1995, I began helping clients with their benefits and insurance needs. I was a registered Financial Advisor. In 2010, I added Medicare Planning to my practice, and as they say, the rest is history.
My wife and I were high school sweethearts and have been married over 40 years. Together we have 2 grown children and 6 active grandchildren. We love to travel and experience the beauty of nature and the awe of human engineering.
During my career, I have been honored to help thousands of clients work toward a more secure and happy retirement.
CA License 0B53151
Rotary's 1.2 million members serves in the local community and throughout the world. In Rotary I meet weekly with other business leaders and community volunteers to fellowship and provide Service Above Self.
I originally joined Rotary in 2011. Currently I serve a President of Murrieta Rotary Club 2023-24. I am the Service Chair of the club's Youth Music Competition and past Co-chair of the Murrieta Field of Honor
BNI is the largest business networking group in the world. I fully embrace their motto Givers Gain.
BNI connects me to the vetted resources needed to help my clients and my business partners with a wide array of business and professional services.
I originally joined BNI in 2007. Currently I serve on the Leadership Team as Vice President 2022-23 of BNI Platinum Partners in the Temecula Valley.
The Temecula Valley Master Chorale was created to provide a repertory of choral music which seeks to nurture the public's appreciation of the life-enhancing qualities of the choral arts.
I have been singing choral music for over 50 years. I am honored to serve on the board.
From making strategic and efficient financial decisions to utilizing the right tools in the right way, we're here to help. Using our expertise and deep understanding of the industry, you’ll receive real solutions and experience financial peace and Retire Happy.
For seniors, one of the most overlooked risks in retirement is the effect on income and assets caused by an extended healthcare event or cognitive impairment. We can help you address this potential issue .