A little about why I do what I do...
How your life turns out matters deeply.
In my 20s I was a paramedic with the Los Angeles Fire Department. We were never a scheduled appointment on anybody's calendar when we showed up. People's lives changed in a moment in time. The unpredictability of our future lives was undeniable. It was gratifying when our knowledge and skills made the difference often between life and death.
Since 1990 I've been committed to helping families and business owners understand and benefit from realizing their true financial potential... even in the face of an unpredictable future. There are so many hidden threats that can blow up the future you desire. There are amazingly great opportunites that are generally unknown to vastly enhance your financial outcome.
I don't believe in planning just for your needs as you see them at present. I believe in always imagining and getting as close as possible to the ideal outcome. I believe that "And" is a better word than "Or"®
I believe in having the educational background that will equip me to serve you, which is why I hold the Certified Financial Planner® and Retirement Income Certified Profesional® designations. I also have the series 7 and 65 investment licenses.
I'm crazy about my wife and three children. I love music, golf, skiing, photography and value Bible study.
Dana Shaw Client Services Specialist
As our company’s Client Services Specialist, Dana delights in putting her interpersonal, communication, organizational and follow through skills to good use in behalf of every client. Dana graduated from California Lutheran University and has her Bachelor’s Degree in Liberal Studies.
In her spare time, Dana is also a professional singer and Voice over artist. She’s performed on many stages in musicals across the country. Ask her and she'll do a voice for you or sing you a song!
She also likes to travel, play piano, tap, drink coffee and spend time with her adorable niece and nephew.