Thank you for visiting my web site. I was born and raised in Portland, Oregon. After attending the University of Oregon and graduating from Portland State University, majoring in business and psychology, I moved to California, currently residing in Santa Monica. The events of the 60’s and 70’s (assassinations, war, poverty, etc) moved me to want to make a difference, to improve the quality of life for all people. To that end, I began a career in financial services in 1983 with Dean Witter (now Morgan Stanley) to assist my clients in working towards their financial goals. I left Morgan Stanley in 1997 to join Wedbush Securities, Inc as an Independent Investment Consultant. It is an honor and a privilege to assist my clients in working towards their financial goals and objectives. I greatly appreciate the loyalty of clients that have been with me for years as well as new clients via referrals, seminars and my volunteer work in the community. In my free time, I am a Vice President and Member of the Board of the United Nations Association of the USA, Southern California. In addition, I enjoy golf, yoga, bicycling and various personal development seminars.
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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