Skip understands the importance of financial planning and serving as a trusted advisor. The California native has spent more than two decades advising clients on everything from investing and wealth management to loans and business strategy. Skip takes a holistic approach to wealth management, integrating each client’s objectives into a personalized plan that adapts as needs change. Positive, proactive and tenacious, Skip combines an expert understanding of complex financial planning with a personalized touch that serves his clients well.
When he’s not working, Skip is an active athlete who enjoys cycling, swimming and hiking. In his free time, the University of Oregon alum likes to spend time with his wife and two children traveling the world to explore new cultures and new cuisines.
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