Biography

As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.

I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

1982 West Point (USMA) Graduate
Masters in National Security Affairs from Naval Postgraduate School, Monterey, CA
Retired Lieutenant Colonel from the Oregon Army National Guard
Volunteer Admissions Coordinator in Southern Oregon for West Point
Over 18 years of experience in the Securities Business
Believe in putting clients interests first
Exceptional Personal Service
Knowledgeable of College Planning and Funding
Work with Life, Disability, and Long Term Care Insurance