Managing Director at
Presidio Group Wealth Management
Years of Experience
38 years
Number of Clients
85
Average Client Size
$500,000
Member Since
2025
I believe, as a financial advisor, it's my duty to always do what is best for clients, to be fully transparent and provide access to all of the 'best of class' investments we can find. But ultimately, investment planning strategies depend on strong relationships formed through trust and shared values.
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Bachelors of Science, Business
Obtained in 1981
Vice President- Investment Officer/ Branch Supervisor
2007 - 2020
Associate Vice President- Investments
1998 - 2007
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Member FINRA/SIPC.
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