I was born and raised in Minneapolis and have been in California since 1975.
My career path has been a bit circuitous, beginning as an electronics tech, then B.S.Business Administration, CPA, CFP®, and now semi-retired LTC Planning Specialist. I sold my first LTC policy in 1991 - One America Asset Care III.
From the time I delivered newspapers as a kid until now, my passion has always been helping people.
Helping pre-retired and retired clients protect their families and their nest eggs - it doesn't get much more important than that.
I've been married 46 years and have 2 adult children, who are now both back here in Santa Cruz, CA. It's great to have them nearby!
In my free time, I enjoy a bit of golf, walking on the beach, hiking in the redwood forests nearby and reading historical fiction and spy novels.