Vice President, Wealth Management & Principal
With Apriem Since 2011
Expertise: Unique niche serving employees in the energy and aerospace industries, specifically helping them maximize tax savings and secure the best benefits as they prepare for retirement.
Serves clients to the highest degree: Makes house calls for client meetings. Is honored to attend their retirement parties, children’s weddings and other personal celebrations.
Acquired wisdom: Worked many years at a large investment firm as an advisor before joining Apriem. Observing his father work in banking for 30 years maintaining lifelong clients, while his mother enriched young lives as an elementary school principal.
Will move mountains for you: Hiked Yosemite’s Half Dome with no prior training.
He’s among an elite 5%: Percentage of boy scouts who earn the Eagle Scout rank.
Finds balance: Exploring local farmers’ markets with his wife and daughters. Playing tennis and trail running.
Helpful article if you are preparing for retirement. Net Unrealized Appreciation (NUA)