The financial services world transitioned over the last decade. It used to be, "Come to us and we will show you where to invest your money." It has thankfully evolved into "Come to us and we will get to know you. We will find out who you are and what you are passionate about... and yes, we will still help you live the retirement you've always dreamed about!" My office manager, Amber Haggerty, and I want to be part of that mix for you. Come expecting to understand and be understood. Come expecting to become part of our family. Come... [read more]
View Profile
In 1993 I became a financial consultant, moving my practice in 2001 and partnering with LPL Financial. I earned a Master of Business Administration from CSULB and am a CERTIFIED FINANCIAL PLANNER professional.® I manage a private LinkedIn group for LPL advisors and am a member of the Financial Planning Association’s Orange County Chapter. Various mergers and acquisitions left my family and me without health insurance at a critical junction. I entered this business to take control of my family’s future and desire to do the same for my clients. I am an avid reader and runner. I have finished twelve marathons. Achieved my Masters Personal Record of 3 hours 19 minutes in the 2009 Boston Marathon and an age-group first place in the 2011 Long Beach marathon. I volunteer in the sound ministry at my church and am known for my artesian ice creams and gelatos. I enjoy spending time with my wife, Beth, my children, and my grandchildren. [read more]
View Profile
