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Bio Hi. Thank you for visiting my web site. I was born and raised in Portland, Oregon the youngest of three sons. After attending the University of Oregon and graduating from Portland State University, majoring in business and psychology, I moved to California. The events of the 60’s and 70’s (assassinations, war, poverty, etc) moved me to want to make a difference, to improve the quality of life for all people. To that end, I began a career in financial services to assist my clients in achieving their financial goals. In 1983 I joined Morgan Stanley (formerly Dean Witter). I continue providing high quality investments and services to my clients as an independent investment consultant through Wedbush Morgan Securities, Inc.
Building on my desire to enhance peoples’ lives, I have combined my life and career experiences to provide unique and effective personal coaching to inspire individuals to get in action, achieving their goals in record time. In addition, I participate
in various community service organizations, enjoy riding my bike, playing
golf, politics, yoga and quiet evenings with friends.
For
further information about fees, availability, contact: |
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