I began my career in financial services over 40 years ago and I have enjoyed the privilege of working with a myriad of clients. Many of my clients I now consider friends, and often their children too. For me that’s success! The relationship is what it’s all about. I enjoy the opportunity to help with their family planning in areas of investment, college funding, life insurance, retirement plans, and estate planning. I endeavor to address sophisticated financial topics with straight talk, common sense, and basic principles. At the beginning of my career, I focused on planning for family-owned businesses. This included the unique issues of estate planning, business succession, qualified plans, executive compensation, buy-sell plans, and life insurance for owners and their families. Shortly thereafter three partners and I founded TriEqua Group and expanded our services to included 401(k) plans, profit-sharing, and pension services.
I have been fortunate to live in Laguna Beach for several years and have always embraced community service as a former 20-year trustee of the Laguna Schoolpower Endowment Fund and also 25 years of coaching Little League Baseball. Life has brought me fulfillment in many ways. Today, with talented partners and the support of a great staff, I look forward every day to the practice and the rewards of the client advisor partnership.