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.

Painless ways to save!
You won’t be surprised to learn that there are people in every economic income levels that say they can’t afford to save. Saving money can be done every day in little ways. For instance, if you routinely get your hair cut every two weeks, stretch out the interval by an additional four days. At $20 a visit, you’ve just saved yourself $120 a year. Take the time to fill out frequent flyer applications. Miles can add up quickly and redeeming them for a free flight will save hundreds of dollars. When you’ve made that last car or house payment, continue...Read More