My goal is to be in this business for another 30 to 40 years, because, one of my biggest joys is being part of my clients lives and helping them work toward a life of dignity and independence. The biggest part of what I do as a Certified Financial Planner CFP® is making sure we are consistently reviewing and acting on a financial plan. The future is going to be BIGG™, allow me to bring the perspective of working with roughly 140 families for over 20 years and share ideas of what I believe does and doesn't work.
It is just my wife Gail and I along with our two Shih-Tzus Bear and Jester and so you, as my clients, are an integral part of my life. I'm never going to stop bringing confidence to your life, and be that emotional barrier between your short-term emotions and lifetime savings.
I am a California Native who grew up in Decatur, Illinois. I studied Finance at Butler University and then moved to Chicago where I spent four years at the Chicago Mercantile Exchange. I then joined Merrill Lynch and was there for 20 years. I am a Certified Financial Planner®, Chartered Financial Consultant®, and Certified Retirement Consultant®. I moved back to California with my wife Gail in 2002 where we live, in the Oakland Hills, with our two Shih-Tzus Bear and Jester. I enjoy sailing, finding the perfect fly fishing spot, and always looking for that small unheard-of winery. Here at BIGG™ Wealth Management, I will continue to work with individuals who want a customized investment portfolio, personal financial planning advice, and the benefit and perspective of working with a 20-year investment veteran.