Broker Check


Thursday, November 7, 2019

On Thursday, July 25, 2019 approximately 135 guests attended our annual WOW event at our new venue, the Flamingo Resort and Spa in Santa Rosa. Guests were entertained during the cocktail hour by our favorite magician, Frank Balzerak,...


Wednesday, October 4, 2017

This year's WOW event featured historian and UCSF professor, Chris O'Sullivan. Mr. O'Sullivan gave a fun and fascinating presentation featuring the history of our very own Sonoma County. It's truly amazing how many interesting things...


Tuesday, April 4, 2017

Rethinking Retirement for Longer Lives With Fewer Safety Nets


Wednesday, August 31, 2016

We had a fabulous time at our client appreciation evening on August 11th for our advisory clients! This year’s theme was the Swingin’ 1940’s. It was truly a “gas” with our “Killer Diller”...


Thursday, August 25, 2016

This recent Wall Street Journal article is quite interesting and worrisome. Please click to read the article, "Fed missteps feed public disillusionment with economy and politics."


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Thursday, August 20, 2015

What a magical evening! We had a blast at our August 20th event, “Fun and Games”. Our advisory clients were invited for this very special evening where Frank Balzerak, “The Baffling Balzerak”...


Sunday, November 2, 2014

There is an excellent article in the Press Democrat, Business and Personal Finance, November 2, 2014, edition, by Michelle Singletary, a writer for the Washington Post. She shares her insights from her “financial ministry”...


Sunday, July 20, 2014

This year’s Client Appreciation Event was wonderful! In honor and gratitude of our clients, the festivities began with a cooking demonstration preparing delicious hors d’oeuvres followed by


Sunday, February 16, 2014

I was very proud to be a participant and co-sponsor of “Senior Helpers - Dementia Forum”, on February 16, 2014 at the Finley Community Center in Santa Rosa. Senior Helpers and Teepa Snow provided valuable information and interactive...