Being a financial planner is personally rewarding, as I am able to provide my clients with individually tailored financial advice to help them achieve their long term financial objectives. I encourage clients to meet with me regularly to ensure that their investment portfolio remains on track with their objectives as they may evolve over a lifetime.
In addition to meeting with clients, I also serve as Chief Compliance Officer, Vice President, and General Principal for Blakeslee & Blakeslee. My job is to ensure that the firm and brokers stay in compliance with federal and state regulatory requirements so we can continue to serve our clients successfully in an ever-changing legal and political environment.
I graduated magna cum laude from Cal Poly, San Luis Obispo with a B.S. in Business Administration, and from Duke University with a J.D. (law) degree and an M.A. in Public Policy. I joined the California State Bar in 1992 and remain an active member, and am a licensed California Insurance Producer (Life Agent/Variable Contracts).
Series 7 – General Securities Representative
Series 24 - General Securities Principal
Series 28 – Introducing B/D Financial & Operations Principal
Series 63 – Uniform Securities State Law
Series 66 – Uniform Combined State Law
California Department of Insurance
Accident and Health
I’m passionate about my work, my daughters, and the natural world, in which I spend my limited spare time enjoying and trying to help conserve.