I am a Senior Financial Advisor and a Principal who focuses on providing financial planning and investment management services to our clients. I am a registered Certified Financial Planner (CFP®) and also a member of the Financial Planning Association (FPA). I joined HC Financial Advisors after a successful career as a high-tech president and business owner and private investor. I earned an MBA degree from Santa Clara University, graduating magna cum laude, with a concentration in Finance, after earning a BA from St. Olaf College.
My wife Sarah and I have raised five children, all of whom are college educated and contributing members of society. I recently acted as executor of my parents’ estate and understand the ins and outs of settling an estate in light of complex family dynamics. I truly enjoy being a member of Cornerstone Fellowship Church, being part of the church’s Care Ministry and also being a board member of Arukah (https://www.arukahweb.org), a non-profit ministry for the homeless and recently released incarcerated inmates. I love golf and consider myself a life-long student of “this beautiful game” that continues to teach me about myself and life. I recently became a grandpa and immediately established a 529 college savings plan for my grandson because that’s what good financial planners do.