I started my career as an advisor while I was still in the Army. In 1992, I was volunteering as a budget counselor to military families with Army Community Service. When I left the Army I continued my education as a financial advisor. Along the way I worked at two insurance agencies. I spent the last eight years as an investment advisor at a bank before joining Blakeslee & Blakeslee in April 2004. I discovered early on that most people get frustrated with the finances for two reasons. First, they don’t understand the rules of their investments and second, their goals and their investments aren’t matched up. My goal is to make sure that I understand what my clients are trying to accomplish and help to educate clients on the rules of investing. In my free time I enjoy golfing, photography, and my three boys. I am also a member of the Paso Robles Kiwanis Club. I believe a simple rule of life is, “Don’t worry about things you can’t control”. I can be reached in the Paso Robles office at (805) 239-4388.

Donating a Life Insurance Policy
Donating an old life insurance policy to your favorite charity can be a win win proposition. In general, the full transfer of an existing life insurance policy to a qualified charity entitles its donor to a charitable income tax deduction. The amount of the deduction will be the lower of (i) the fair market value of the policy or (ii) the aggregate premiums paid into the policy by the donor. The fair market value or cash value would be reduced by any loans that are outstanding. In cases where the cash value is actually larger than the total premiums paid...Read More