I have lived in Chico, CA and have been licensed and employed in the financial services industry since 1993. For more than two decades’ businesses, professionals, and individuals have trusted me with their financial and investment planning needs without a single lawsuit, no penalties, and no fines. I have been an employee or independent contractor for some of the largest, well known securities broker/dealers and insurance companies in the country. As a CERTIFIED FINANCIAL PLANNER™ professional, CFP® for almost 10 years, I have been educated in, and must pass continuing educational and regulatory exams in financial planning, portfolio risk assessment, qualified retirement plans, insurance and estate planning, and business and succession planning. I am a member of the local Rotary Club and on the Board of Directors for the Butte Humane Society. I believe in community and that successful members of society should give back to help support the community they live in however they can.