Your journey begins with a three-step process:
- Discovery - This step involves understanding your current financial situation and future goals. We will discuss your investment experience, risk tolerance and objectives.
- Analysis and Recommendations - The information from the discovery stage is used to analyze your situation. We discuss various strategies that are appropriately suited to your financial position within your comfort level.
- Implementation - Once you are confident with the recommendations, we work together to implement your plan.
After these initial steps are completed, I will monitor and review your plan on an ongoing basis. We will adjust your strategy as life changes occur. I will continue to listen to you and offer guidance to address your future needs.
Prior to joining Addison Avenue Investment Services in 2007, I worked as a Financial Advisor with Cal Fed Investments and Citi Smith Barney. In 2013, I was ranked #68 in the Bank Investment Consultant magazine's top 100 list.The magazine evaluated honorees on six variables, including assets under management, production, asset growth, percentage of fee business, growth in production and production-per-assets.
I help clients in the following areas:
- Portfolio Management
- Income Planning
- Retirement Plan Reviews
- College Planning
- Wealth Accumulation Strategies
- Tax-Advantaged Investing
- And more
Education & CredentialsBachelor of Science in Business Administration from the University of San Francisco
The Personal SideI enjoy spending time with family and friends. Usually, the activity of choice is watching the Golden State Warriors, San Francisco 49ers and Giants. I like physical activities such as working out, playing basketball, and my latest hobby, outrigger canoe paddling. One more thing…I love food.
Raymond James corporate
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