Advisory Services: Advisor
Education, Certifications & Credentials
B.S. Business Admin, Arizona State University
M.S. Financial Planning, San Diego State University
St. Louis, Missouri
Snow skiing and tasting Santa Barbara wines
Two labs… Quincy and Addie
“All the darkness in the world can't put out the light of one small candle.”
Someone I admire
Howard Roark, a character from Ayn Rand's book The Fountainhead, because of his ability to maintain integrity in the face of adversity.
Something about WCF that makes me proud
Total alignment of interest between client and advisor.