I am a Senior Financial Advisor at UnionBanc Investment Services (UBIS) specializing in the areas of retirement planning, college planning, insurance planning, short-term cash management and longer term investment management. I work with families, high net worth individuals, businesses and business owners, and not-for-profit organizations by helping to define and prioritize what is important for them to work toward achieving their financial goals. UBIS is the brokerage and investment advisory subsidiary of MUFG Union Bank, N.A. that has helped clients work toward reaching their investment goals for more than three decades. Prior to joining UBIS in 2020, I held positions at American Century, Vanguard, and Merrill. In my free time I enjoy hiking, running, weightlifting, and spending time with my wife and two children. When time allows, I like cooking with friends and family, and traveling.. This site may contain links to articles or other information that are contained on a third party website. Union Bank and UBIS do not endorse or accept responsibility for the content, or the use, of any linked third-party website and assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the websites. Union Bank and UBIS are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites or any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, legal, tax or any other advice. Endorsements and testimonials cannot be accepted. This is a public site. Please do not post personal or private information.