President & Wealth Manager
Growing up in Memphis, Tennessee I was an avid reader of adventure books and very active in sports. As a senior in high school, I received the outstanding athlete award. At the same time I was able to deliver the daily newspaper to Elvis Presley at Graceland. Within two weeks of graduation I joined the U.S. Navy and spent the next three years delivering missiles to submarines in Scotland aboard the Polaris Missiles ship in the Navy.
After leaving the Navy, I earned degrees from;
1. BIOLA University (B.A. education – 1967)
2. Cal State Fullerton (M.S. school administration - 1972)
3. University of Southern California (1986)
I began my first career in 1967 as a school teacher and principal. While serving as a member of the Foothill Teachers Credit Union Board of Directors I began my second career as a Financial Planner in 1983. I began my present business in 1998 as a Financial Advisor using fee only discretionary management accounts.
My family is most important in my life. My wife and six children have always had my complete attention. With the Lord as my constant companion, I want to serve my clients and staff with the guidance of God’s love and leading.