Certified Public Accountant
BS Accounting, 1974
San Francisco State University
Areas of Expertise
I specialize in client services that include tax & financial planning & financial management for medical dental professionals and small business owners.
Why I Do What I Do
I love being of service to my clients and helping them organize their financial lives and reach their financial independence goals.
What I Do When I'm Not Working
Golf, gardening & working out. I am also a member of the Pacific Dugoni Foundation Board at UOP Arthur A Dugoni School of Dentistry, since 2000.
My Clients Would Never Guess...
In my previous career about 45 years ago, I was a professional drummer — playing in a rock group, paying my way through college.
What's For Breakfast
Spoon Sized Shredded Wheat with a banana.
I Take My Coffee...
Black & strong.
If I Were an Animal, I'd Be...
. . . a lion, because they are a symbol of strength — and the male lion protects his pride much as I do my clients.
Words To Live By
I live in Mill Valley and have twin sons, 38; a beautiful stepdaughter, 25; two beautiful daughters-in-law; and three grandkids - two girls and one boy.