Executive Overview:
The most common mistakes investors make can often be avoided. A short conversation with me may be one of the best investments you can make with your time, resulting in a better investment solution for yourself, your company, and your organization.

Services Provided:
• Wealth Management
• Financial Planning

Who or what is a preferred client for you?
Preferred clients are individuals, organizations, and corporations exploring ways to maximize their investment returns in responsible ways as it relates to their risk profile.

How have you obtained most of your clients?
1. Referrals from:
• Existing clients
• CPA’s and attorneys
• Business Leaders

2. Strategic Alliances or Partnerships with many trusted advisors in Orange County

Is your service event driven?  What conditions or situations in the marketplace create a need for your service?
Wealth management providing superior solutions need only the opportunity to be properly presented. Comparing my suggestions to your current investment selections is a no cost exercise that may reveal substantial financial implications.

When providing your service, are other service providers involved with the same project?  Who?
There are many other service providers presenting substantially different solutions which I provide in both approach and platform.

How long have you been a member of ACG?
2 ½ years

Do you serve on a committee?
Yes, I serve on the New Member Committee

What are the key industries you have expertise?
Finance, Investments

ACG Sponsor?
Jim Scheinkman

Personal:
I have been married for 22 years, have a 20 year old son, a 17 year old daughter, and a large dog. We live happily in Laguna Niguel. When I am not on land I can be found in my kayak.