I am in the 30th year of my career as a Financial Advisor and Wealth Manager, enjoying every day working to help my clients plan and pursue their financial goals and rewards. I have the great fortune of having spent my entire career right here in Santa Barbara. By advocating a moderately conservative long term style in my financial and life advice to clients and friends, I can proudly say that among my clients many have been with me for over 25 years and counting.
I came to Santa Barbara from Southern California to attend UCSB in 1974……and never left!
I was lucky enough to begin in business directly out of College and had a successful and fulfilling 12 year run in the Luxury automobile business. Then, having always had an interest in the financial markets, I joined EF Hutton in 1987. After EF Hutton, I spent 19 years at Smith Barney, attaining the designation of Senior Vice President. I advised my clients from UBS Financial Services for the following 8 years.
In April of 2016 I became an independent financial advisor with LPL Financial and joined Bourke Wealth Management.
Because of my interest in the growth of privately owned recreational facilities, I spent 7 years as the Vice President of Development on the Board of the Elings Park Foundation. We raised money for the Endowment and operational expenses of the Park, without taking government or taxpayer funds. I also love to lend a hand to the Unity Shoppe and all of its causes. I am a Donor to the Court Appointed Special Advocate (CASA) program, helping disadvantaged children of parents who are in our criminal justice systems.
My interests include Golf, Surfing, Skiing, Travel and Formula 1 Racing (as a spectator!)