CA License No. 0411387

Dick specializes in all aspects of comprehensive financial strategies including life and health insurance, as well as managing his clients’ money to help reach their financial goals.  Dick’s commitment to continuing education and his recognized efforts in the areas of client services, have established him as one of the most distinguished professionals in the California financial services industry.  He has been with Tax & Financial Group for 40 years and currently serves approximately 300 individual clients and business owners.

Dick graduated with a Bachelor of Science in Psychology from Loyola-Marymount University.  He obtained his Masters in Business Administration (MBA) from the American Graduate School for International Management.  He has earned both Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designations as well as the Series 6, 7 and 63 Securities registrations.  Dick is a member of numerous industry associations including MDRT.  He is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services, member FINRA/SIPC. TFG is independently owned and operated.

Dick enjoys golf, traveling with his wife Mary and spending time with his family that includes sons, Drew, Jeff, and Jeff’s wife, Gilli and two grandchildren, Jackson and Natalie.  Dick and Mary reside in Corona Del Mar, California.

Dicks Professional Philosophy:

"I am in this business for the long-term and I help my clients, discover, understand and take action to solve financial problems so that they can live more productive and rewarding lives."