My Qualifications

As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to the prudent care and stewardship of my clients' assets. My experience helps guide my clients to plan for a stable retirement, maintain investments suitable to their goals, and  ultimately transfer assets and wealth to future generations.  I have been active in the financial services industry for over 25 years.

I received my Bachelor of Science degree from the University of CA, Davis.  I also received my Master of Science degree in Personal Financial Planning.  A native of the Chicago area, I have been a resident of Napa County for over 25 years.  While not tending to my client’s accounts, I am active in my community and a member of the Kiwanis Club of Napa.