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.

Grandparent/Grandchild Exclusion
Did you know it’s possible to pass on $1,000,000 to grandchildren and avoid having to pay estate taxes on the bequest? Most people are aware of the Generation Skipping Trust that the Gallo wine family succeeded in getting written into law allowing $1,000,000 to pass to grandchildren free of estate taxes. People may not be aware of a law that allows up to $1,000,000 of real property to escape reappraisal for property tax purposes if passed to grandchildren. Normally when real estate is transferred to another person the property in question is reappraised and property taxes are adjusted accordingly. California...Read More