I am a Financial Services Professional, who believes that people genuinely want to take charge of their financial destinies without compromising their values. Our desire is to help our clients be more present in their daily interactions by removing the fears and worries about their financial futures by using strategies based in intention & purpose. As individuals, we can serve a greater good by aligning our values around family, community, philanthropy, and society with our goals for accumulation & asset protection. This connects us to a higher purpose and brings heart to an often mechanical process.

Our mission is to assist young families in protecting themselves and solidifying a roadmap for their financial futures, helping professionals in setting & executing strong financial strategies to ensure the highest quality of life in retirement, and designing effective exit, continuation, & protection plans for business owners & entrepreneurs.

You can take comfort in the fact that I have been a proud member of the Sonoma County community for 15 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving Father, Husband, & Business Owner I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information my team & I bring to the process.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and the future of your business; or prepare for major financial events such as paying for college, saving for retirement, retirement income strategies, or caring for an aging family member. If you're wondering about my qualifications, I am licensed by the California & Arizona Departments of Insurance, have attained Various Investment Licensing, and have over a decade of experience in Financial Services. 

As a part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®. This process helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement. While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.

Of course, my background isn't really the one that matters. To be the best possible agent, 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, please let me know.

 

Neither Purpose Financial & Insurance Services, nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,559.54 +0.42%
NYSE Composite 12,922.71 +0.12%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.