Financial Services Professional for NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency.
I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I started this career back in 2014. After watching my father work with families to plan for their futures my entire life, I wanted the opportunity to do the same
I've been a proud resident of the Sonoma County community my entire life, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband, father, son, brother, and friend of many, I have many of the same hopes and aspirations as my clients and am happy to share all the resources and information we have available.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.
Of course, my background isn't really the one that matters. To be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, feel free to reach out.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.