We are located in Santa Rosa, California. We provide financial service in Healdsburg, Windsor, Santa Rosa, Rohnert Park, Cotati, and Petaluma and beyond. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.