I have been an investment professional for 44 years. As a Senior Vice-President of the firm, my back ground enables me to advise clients with a distinct and experienced perspective in wealth management, financial planning and asset allocation. My responsibilities to my clients include reviewing investment policies, selection of independent investment advisors, ongoing manager due diligence, as well as evaluating and monitoring portfolio performance within municipal, corporate, and government bonds, common stocks, and mutual funds. As a member of the Trinity Group's investment committee, I work to develop the team's domestic and global equity/fixed income allocation strategies along with the ongoing review process. I have lived in Redding for the last 36 years with my wife Sharon where we raised our son and daughter. I now have five grandchildren and enjoy spending weekends with them. I have many interests and I find fishing and exercise among my favorites. I feel the North State is the perfect venue for both. 