Your Peace of Mind Is My Mission
I have more than three decades of experience helping clients in Southern California with financial planning. I exclusively recommend financial building blocks that perform in predictable ways when the markets shift, minimizing risk. Guaranteed investments liberate you from the fear that economic downturns will obliterate your retirement funds and other assets.
I founded Peace of Mind Retirement Planning in 1994 to give each of my clients the intangible but irreplaceable freedom of peace of mind in the face of economic turmoil.
I specialize in products that perform, like California long-term care insurance and revocable living trusts.
Invested in Community
I have been married to my wife Doris for over 55 happy years. We have two daughters, Kris and Becky, and three grandsons. Doris and I are deeply connected to our Desert Cities community and have been active volunteers since moving to Southern California in 1971. We are passionate supporters of local no-kill animal shelters.
I obtained tremendous experience with people and service during my time in the Marine Corps. I also find that my time in more humble roles, such as my five years as a “trash picker” for the California Adopt-a-Highway program, have cultivated a strong connection with and commitment to my community.
I have served as a Chamber of Commerce Chairman. I currently volunteer as Treasurer for a Theatre and Cultural Arts Center and have previously volunteered as Treasurer for a nonprofit organization benefiting individuals who live with the effects of stroke and arthritis.
Invested in You
In my more than three decades working with individuals and businesses in the financial sector, I have passionately pursued solutions that truly empower peace of mind.
Prior to founding PofMRP, I served as the President and Chairman of a large Southern California credit union. During my four-year tenure, I pushed policy that resulted in an average growth of 75% annually year-over-year.
I have given more than 250 college course lectures in Economics, Finance, and Accounting, from the perspective of empowering long-term financial success through knowledge.
I founded Peace of Mind Retirement Planning with the same personal and professional mission. Namely, providing you with the knowledge and products necessary to achieve your personal financial goals, today and for many future tomorrows.