40+ Years of Local Service
I entered the financial services business in 1980. In 1995, I began helping clients with their benefits and insurance needs. I was a registered Financial Advisor. In 2010, I added Medicare Planning to my practice, and as they say, the rest is history.
My wife and I were high school sweethearts and have been married over 40 years. Together we have 2 grown children and 6 active grandchildren. We love to travel and experience the beauty of nature and the awe of human engineering.
During my career, I have been honored to help thousands of clients work toward a more secure and happy retirement.
CA License 0B53151
SERVICE TO THE COMMUNITY
Rotary - Service Above Self
Rotary's 1.2 million members serves in the local community and throughout the world. In Rotary I meet weekly with other business leaders and community volunteers to fellowship and provide Service Above Self.
I originally joined Rotary in 2011. Currently I serve a President of Murrieta Rotary Club 2023-24. I am the Service Chair of the club's Youth Music Competition and past Co-chair of the Murrieta Field of Honor
Temecula Valley Master Chorale
The Temecula Valley Master Chorale was created to provide a repertory of choral music which seeks to nurture the public's appreciation of the life-enhancing qualities of the choral arts.
I have been singing choral music for over 50 years. I am honored to serve on the board.
BNI - Givers Gain
BNI is the largest business networking group in the world. I fully embrace their motto Givers Gain.
BNI connects me to the vetted resources needed to help my clients and my business partners with a wide array of business and professional services.
I originally joined BNI in 2007. Currently I serve on the Leadership Team as Vice President 2022-23 of BNI Platinum Partners in the Temecula Valley.