As a resident of Santa Barbara and Ventura Counties for over thirty years, serving the community is a business and personal priority.  

Leadership Roles

Cal Coastal Loan Committee*

Rotary International*

Community Covenant Church*

UCSB Foundation

UCSB Affiliates

United Boys & Girls Clubs

The 'Y'

University of Michigan Alumni - Orange County

Dos Pueblos High School PTSA

Goleta Valley Junior High PTA

Goleta Valley Girls Softball

Dos Pueblos Little League

Montalvo Little League


Other Investments

Santa Barbara Zoo

Young Life

City Impact San Francisco

City Center Ventura


Being able to assess a business is key to getting to value right.    Although being able to read financial statements and select the right methods to solve the problem is important, understanding how sales of  closely held companies are made and items that don't show up on financial statements is just as important.   Having actually worked in a broad array of businesses that were acquisitions, having acquired companies and having led firms as board member or the CEO helps provide that perspective.


Certified Valuation Analyst Credential

USPAP Compliance

Angel Investment Valuation

Business Brokerage

Ongoing Professional Education

Masters in Business Administration

Bachelor of Science in Industrial Engineering

Certified in Production and Inventory Management

Operating Experience

Fortune 100

Private Equity Owned

Family Business

Main Street Business