I am an Investment Adviser Representative with NEXT Financial Group, Inc. located in San Mateo, CA.  I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses. I select investments that are compatible with your goals, needs, and attitudes toward risk.

I am an independent investment adviser representative with no quotas to meet. My mission is to provide powerful and thoughtful solutions to the financial concerns and challenges that affect my clients, their families, and their businesses. 

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with NEXT Financial Group, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor NEXT Financial Group, Inc. makes any guarantee as to the accuracy or completeness of this information.