Executive Vice President
CA License #0B07958
Employer Benefits Specialist and Senior Planning Advisor
My primary professional purpose and focus, since entering the financial industry in 1992, has been to provide friendly and superior customer service. I will help you to achieve cost saving strategies, tax efficiency, and comprehensive financial solutions that are measureable, understandable, and appropriate for your wants, needs, and concerns.
In today’s volatile marketplace, having a team of committed, honest, and professional advisors to help you navigate these fierce challenges is essential to keep you on track in your business and personal finances.
My areas of expertise are:
- Employer Benefits
- Individual Major Medical
- Federal Medicare
- 401k and Profit Sharing Plans
- Life Insurance Planning
- Disability Income protection
- Long Term Care
- Tax Efficiency planning
- Legacy Planning
I have had the privilege of consulting for several major national law firms, CPA firms, large employer benefit agencies, and financial advisory firms; to help educate their employees, advisors, partners, and employer groups, by providing educational seminars in all the various areas that my expertise has been needed. These successful seminars were accomplished through tremendous preparation and attention to details; receiving very positive feedback, and long term successful results.
A little about me
I am a native son of the San Francisco Bay Area, attending San Rafael High School, College of Marin, San Francisco State University, and Golden Gate University.
My beautiful wife of 24 years Jacque and I have been residents in the East Bay Area since 1980, and we have been residing in the San Ramon area since 2002.
We have our daughter Jennifer, and our two grandchildren; Daejah and T.J. who live in the Santa Rosa area.
I have been active for over 30 years, in supporting charitable events, including fundraisers and mission outreaches to help educate and support the less fortunate both in the Bay Area and around our Globe.
I love to play golf, to cook, and to travel. I have been a musician since a very young age, playing in several bands and promoting Art & Wine Festivals and Community Grass Roots Organizations to help fund educational and community projects for our talented and creative youth.
Every member of my team at Specialists In Health Insurance Services, Inc. are caring, talented, professional, fun, and true champions in their specific areas of expertise and we would be delighted to have you join our family of clients and experience firsthand the top flight service that each of them receives.
Make it a great day
Executive Vice President
Individual Health Insurance
Individual Dental and Vision Insurance
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Travel and International Insurance
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