One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Without any conflicts of interest we put your needs first. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
5640 Stanford Street (branch address)Ventura, CA 93003
3345 State StreetPO Box 30226 (mailing address)Santa Barbara, CA 93130
3700 State Street Suite 310
Santa Barbara, CA 93105