Client Focused  /  Individual Attention 

 

Let me help you achieve your financial priorities over time.

 

 

Each Client has my cell phone number so I can be contacted directly when you need to talk. 

I am married with 2 children.

1980 - Graduated with a B.A. in Business Economics from The University of California at Santa Barbara.

1980 - Entered the Financial Services Industry.

1990 - Married , wife Nancy.

2002- Moved to Rancho Mirage, CA. from the San Francisco Bay Area.

Licenses  Completed:

  • Life and Health Insurance - California License # 0593578
  • NASD (FINRA) Investments : CRD # 1054339
  • NASD Series 24- General Securities Principle Examination
  • NASD Series 6 - Investment Co. Products/Variable Contracts Representative Examination
  • NASD Series 7 - General Securities Representative Examination
  • NASD Series 22 - Direct Participation Programs Representative Examination
  • NASD Series 63 - Uniform Securities Agent State Law Examination
  • NASD Series 66 - Uniform Combined State Law Examination                   

Designations :

  • CLU - Chartered Life Underwriter
  • LUTCF - Life Underwriter Training Council Fellow

Member :

  • NAIFA - National Association of Insurance and Financial Advisors
  • Desert Estate Planning Council
  • Board Member - Indian Wells Chamber of Commerce
  • President - BNI Rancho Mirage Chapter- Business Network International
  • President NAIFA - Desert Cities Chapter
  • Past Board Member NAIFA - San Jose Chapter
  • Past Board Member NAIFA - San Francisco Chapter