My mission is to empower and inspire individuals and organizations to maximize their potential and achieve their goals by providing the highest quality, personalized investment services as well as facilitating cutting-edge corporate/community forums and workshops.
Hi. Thank you for visiting my web site. I was born and raised in Portland, Oregon the youngest of three sons. After attending the University of Oregon and graduating from Portland State University, majoring in business and psychology, I moved to California. The events of the 60’s and 70’s (assassinations, war, poverty, etc) moved me to want to make a difference, to improve the quality of life for all people. To that end, I began a career in financial services to assist my clients in achieving their financial goals. In 1983 I joined Morgan Stanley (formerly Dean Witter). I continue providing high quality investments and services to my clients as an independent investment consultant through Wedbush Morgan Securities, Inc.
Building on my desire to enhance peoples’ lives, I have combined my life and career experiences to provide unique and effective personal coaching to inspire individuals to get in action, achieving their goals in record time.
In addition, I participate in various community service organizations, enjoy riding my bike, playing golf, politics, yoga and quiet evenings with friends.
Not willing to limit myself to improving my clients financial health, I began providing Venting Events in 1997 to give participants an opportunity to express their views, concerns and solutions to the issues of the day, thus contributing to making the world a better place. Venting Events, AcknowledgementPLUS workshops and Speak Out America forums are now available in your community, organization, corporation and association.
For further information about fees, availability, contact:
phone me directly at 310-394-8368.