I began my investment industry career in 1983 and joined Stifel in 2011. I take a comprehensive approach to serving my clients and seek to add value not only with regard to investments, but also a wide variety of financial issues. My two main goals are:

1) to help you create a vision of your retirement, and
2) to develop a customized strategy designed to help make that vision a reality.

I earned a Bachelor of Science in Finance from California State University, Northridge, and hold the Accredited Investment Fiduciary® designation.

I have been married to my amazing wife, Elise, since 1984 and have two fabulous daughters, Ashley and Emily, and two grandsons who have been formally acknowledged as the two cutest boys ever born. My wife and I lived in Calabasas for 28 years, and in 2018, we happily downsized to a home in Westlake Village, located on the lake and one mile from my office.

What Makes Me Different

Having been a financial advisor since 1983, when the Dow Jones Industrial Average was at 1,200, I have helped my clients navigate through the market impacts of:

• Crash of 1987
• Recession of 1990
• Asian Currency Crisis (mid 1990s)
• Russian Debt Default (late 1990s)
• Bailout of Long-Term Capital Management
• Dot-Com Boom
• Dot-Com Bust
• September 11, 2001
• Enron Bankruptcy
• Iraq War
• WorldCom Bankruptcy
• Subprime Crisis
• Bear Stearns Collapse

• Lehman Brothers Bankruptcy
• TARP and the $700 billion bailout
• Flash Crash
• Wall Street Reform Act
• European Debt Crisis
• “Fiscal Cliff”
• “Brexit”
• The Greek Debt Crisis
• Hurricane Harvey
• U.S.-China Trade War
• Impeachment Trial
• COVID-19

I’ve seen the Dow Jones Industrial Average go up and down and up again from 1,200 to more than 35,000. I have the benefit of nearly four decades of experience in guiding you through whatever comes next.

Past performance is not guarantee of future results. The Dow Jones Industrial Average (DJIA) is an index that shows how 30 large, publicly owned companies based in the United States have traded during a standard trading session in the stock market. Indices are unmanaged and are not available for direct investment.