Our Firm

We act as your personal advocate, helping you create an individualized strategy aligned with your needs and goals.

Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you look at your future, sound decisions are vital in helping you pursue your goals and avoid costly mistakes.

As financial professionals, we are committed to helping our clients create strategies to accomplish their goals. Once we understand your risk tolerance, time horizon and objectives, we'll work diligently to develop a program that carefully balances investment management with preserving principal.

We have two financial planning offices, one in Novato and one in Santa Rosa, CA. We would love to talk further and learn how we can help you define your future, today.

Meet Our Team


*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.