Financial Planning
I partner with multi-generational families in the community who face growing financial complexity by helping them gain control over their finances with actionable, trustworthy strategies. Retirement Planning Education Saving Wealth Protection Tax Efficiency Cost ManagementEdward Jones Investments - George Robertson
Categories
About
I earned both a BS degree in economics and an MBA from UC Davis. I spent nearly 20 years studying the markets and over eight years in the mutual fund industry. I apply this education and experience to deeply serve investors, business owners and extended families in our community.
I love living in Folsom! I am actively involved with my kids' activities, spend time building community through service and enjoy Folsom's many trails and parks with the family border collie. I grew up in Reno and love skiing, hiking, and astronomy. I've been a Cub Scout den leader, volunteer at Lakeside Church, and served on the board of directors for Bright Beginnings Preschool. Did I say I love Folsom?Additional Info
Images
Images