Pacific Private Wealth Services, Inc., provides financial advisory and asset management services to approximately 144 families and businesses.
We are affiliated with an independent broker/dealer, Commonwealth Financial Network®, which has approximately $200 billion in total account assets.1
For more than 32 years, we have been serving clients by helping them attain their financial objectives for their families.
1 As of 12/31/19
Senior Financial Advisor
Licensed Financial Advisor since 1987 always utilizing a holistic planning-based process.
Focused on individual, family, and institutional relationships to accomplish their objectives with discipline and investments.
Leadership as Regional Managing Director for American Express and Merrill Lynch 1995-2009. Regions included: La Jolla, CA, Orange County, Pennsylvania, Washington DC Metro, Connecticut, New York
San Diego State University, Political Science
Wharton School, SIIA
Lived in Siskiyou County for 18 years
Administrative Manager
Professional office administrative manager for 32 years and Pacific Private Wealth for 20 years.
Manages all aspects of client communication, account service, online access, and client account reports.
Works out every single day at noon and never misses, ever, so call before noon or after 1!
Central Washington University
2005 College of Financial Planning Registered Paraplanner
Lived in Siskiyou County for 34 years