Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBT, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Business Succession Planning
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
My wife and I fell in love with Boise, when our youngest daughter attended Boise State. We moved from San Diego and have enjoyed meeting new people, supporting local businesses and participating in activities that this great State has to offer. My father was born in Lava Hot Springs, Idaho, so it must be in my blood!
We have two daughters and a son spread out between Sacramento, San Diego and Boise.
I enjoy traveling, photography, playing golf and baseball, as well as biking along the Greenbelt and hiking the Boise Foothills with my wife. I spend time volunteering at the Morrison Center, Boise Art Museum, Twilight Criterium, Idaho Humane Society and am a State Board Member for Junior Achievement, a K-12 program that brings financial literacy skills, entrepreneurship and work-rediness to children.
I'd welcome the opportunity to meet you and learn about your story.
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