Portfolio Risk Management

As a Managing Director holding an Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Plans Specialist® (CRPS®) designations with Upstream Investment Partners, I am able to navigate complex tax issues and evolving financial matters for the families and businesses I serve. My experience and training allow me to assist my clients with a variety of needs, from comprehensive retirement planning, including income planning, to portfolio management, estate planning, and business succession.I also assist families with children that have special needs.In addition I am a soccer coach to local youths as well as a ski coach in winter.Securities offered through SIGMA Financial Corporation, member FINRA (www.FINRA.org) and SIPC (http://www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor, Upstream Investment Partners is independent of SIGMA Financial Corporation and SPC.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalizedinvestment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been approved for accuracy or completeness by nor do they reflect the views of SIGMA Financial Corporation, SPC or Upstream Investment Partners. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites, this includes receiving and/or posting recommendations or endorsements.

Providing fee based financial advice to business owners and professionals.Tax and Investment Planning Business Succession and Estate Planning

Worked with Business owners and professionals in the areas of tax and investment planing. Cash Flow and Financing Strategies. Qualified and Non-Qualified Employee Benefits. Estate and Business Succession

Built one of the premier fee-based financial planning offices in the U.S.Recruited and trained a world class talent base consisting of CPA's, JD's as well as Investment and Insurance specialists.

Orchestrated the marketing efforts in the San Francisco Bay area.