First securities licensed in 1991, I have spent the last 30 years as a retirement income planning specialist and practice management consultant for financial advisors all over the western U.S.
Almost my entire working life has been focused on creating strategies to help individuals and small business owners prepare for and live in retirement. It’s been very rewarding, but I realized that something was missing.My Arrival in Mountain House
In 2018, I moved to Mountain House after 16 years in Livermore and immediately got the sense that the people of this area are open, friendly and truly look out for each other. That’s when I realized my true calling.
I wanted to be part of, and make a contribution to, my local community in a way that my previous job simply didn’t afford me.
Coming to Edward Jones
Earlier this year, I was asked to join the team at Edward Jones to serve the people of Mountain House and Tracy. My hope is to become a trusted local resource for the people of this community, who work hard to balance the needs of family and career and need a partner to help them achieve their financial goals.
At Edward Jones, every strategy we offer and every solution we recommend is customized to you. We start the process with a discovery meeting where we go through a list of well-prescribed questions to get an understanding of what’s important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work towards achieving them.
Working closely with professional partners such as CPAs and attorneys, our process enables clients to address 5 key areas of their financial lives:
– Planning for Retirement
– Tax Mitigation
– Estate Considerations and Legacy Planning
– Preparing for the Unexpected
– Education Funding