I've always wanted to help people, and for the past 40 years, I've been fortunate enough to do exactly that: helping families navigate their financial journeys and plan for the futures they want. What keeps me coming back every day isn't the investments or the numbers. It's the people. It's hearing your stories, learning about your family history, and building relationships that last decades. My goal has always been simple: treat every client like family.
I grew up in Carson, California, where my mother and father were foster parents who opened our home to everyone. They didn't just care for the kids who came through our doors. They treated the entire neighborhood like family. That's how I learned what real generosity and connection look like, and it's the foundation for how I run this practice today.
I've lived in Visalia for years now, and I love the country feel of this small agricultural town. People here are friendly and down to earth, and that's exactly the kind of environment I want to create for my clients. I have three kids (Nicholas, Brittany, and Madison) and two grandkids, Patrick and Samuel. Everything I do in my career, I do for them and for families just like mine.
When I'm not working, you'll find me crafting. I make memory books, personalized holiday cards, and shadow boxes. Anything that helps preserve the moments that matter. Because at the end of the day, that's what this work is really about: protecting what you've built so the people you love can thrive.