Personal Information
Organization / Workplace
Thousand Oaks, California United States
Occupation
3rd-generation financial sales professional
Industry
Finance / Banking / Insurance
Website
About
3rd-generation financial sales professional. Married, father of two teenagers. Master to "Russell, King of the Westies." Resident of the Conejo Valley for nearly 20 years.
Earned a Certificate of Mastery in Financial Planning from CLU in 2008. USC and Trojan Rowing Team and Alpha Tau Omega alumni circa 1983. Addicted to Wikipedia and Turner Classic Movies. Enjoy travel to France, England, and Mammoth Mountain.
![Baby+Boomers+Retirement+Mistakes[1]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)