Focus: Insurance Strategies, Investment Strategies
As a top-producing firm that serves nearly 120,000 clients throughout California and Hawaii, we believe that strong diversity makes for a stronger organization. Our diverse group of over 120 financial professionals is committed to helping our clients make informed financial decisions, which help them lead happier, more productive and more secure lives. It is important to have a business that is sustainable as well as client centric.
As President & Chief Executive Officer*, my goal is simple: to help our advisors build healthy practices that are sustainable and holistic, and which bring unique value to clients. Our success has come from a united focus on helping our advisors build healthy practices, and to fulfill their most personal and ambitious goals. I’m proud that our firm’s focus, “Think Big, Win Big, Dream Big,” has led us to achieve Leaders level status.
I’m an avid golfer and enjoy the benefits of the San Francisco Bay Area, especially its extensive walking/hiking trails. I also enjoy traveling, reading, and professional and college sports.
*Agency officers are not officers of MassMutual.
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1255 Treat Boulevard Suite 400
Walnut Creek, CA 94597-7968