Over 25 years, a handshake partnership between Peter and me has grown into a prominent boutique firm. And we are poised to continue meeting our clients' financial needs for many years to come. We want to ensure that our clients and their families will never have to find another firm.

I combine 36 years of experience with strong communication skills to help clients identify important issues and suitable solutions.

I love spending time with my family and friends. I attend a multitude of sporting events and have season tickets to USF Basketball. I live near and often hike Mt. Diablo. I'd love to say golf, but anyone who has seen me play would question how I enjoy that.

I'm proudest of my relationships with my family: the special relationship I have with my wife Erin, our two sons Robbie and John, and the wonderful relationships I have with my parents and four siblings.

I was raised in the Jesuit tradition to always be of service to others who may be less fortunate. So, I'm very proud of serving as a board member and eventual chairman of The Janet Pomeroy Center (now Pomeroy Recreation & Rehabilitation Center) and as a regent and chair of the Investment Committee at St. Ignatius College Prep.

Tax and estate planning laws, the economic winds, and people's lives are constantly changing. No two clients are the same and you need to understand each client and all the many pieces. Therein lies the challenge. But that also serves as a catalyst to make this business far from monotonous and very stimulating.

How to Think and Grow Rich by Napoleon Hill

The Pearl by John Steinbeck

-University of San Francisco, B.S. Business Administration, 1981

-CERTIFIED FINANCIAL PLANNER™ (CFP®)

-Christ the King Award, 2013, St. Ignatius College Preparatory, San Francisco, CA

-Banner of Love Award 2008, The Janet Pomeroy Center

-Certificate of Honor 2005, Board of Supervisors for the City & County of San Francisco

-Jim Brovelli Achievement Award 2015, University of San Francisco