About Me

With nearly 25 years as a financial advisor in the Santa Barbara community, I have earned several distinctive designations that I believe help me gain a better understanding of who you are, where you are going, and how to help get you there.

I place a high priority on continuing my education in an effort to serve your various and ever-changing needs. By earning a Master of Business Administration, I seek to integrate my leadership skills and management knowledge to building an efficient, client-centered practice.

I have also attained and maintained the CERTIFIED FINANCIAL PLANNER^® certification and Accredited Investment Fiduciary^® designation. I draw on this knowledge to help my clients navigate the wealth planning process, listening to their goals and tailoring a detailed plan that aligns with their financial goals and lifestyle.