Cemetery Services

Cemetery Endowment and Preneed Investment Planning

I provide prudent, comprehensive investment planning services and personalized guidance for cemetery and funeral home professionals.  Keeping current with State Code regulations, I have extensive experience working in the death care industry for more than 26 years.  I currently am managing more than 35 Endowment & Preneed Trusts throughout California.  After assessing my clients’ needs and objectives, I seek to ensure best practices, including:

  • Investment Policy Statement Reviews
  • Asset Management
    • Cash management/cash alternatives
    • Advisory portfolio management
    • Quarterly reviews
  • Banking and financing through Stifel Bank
  • Retirement planning services/401(k) plans/SIMPLE and SEP IRAs
  • Succession planning and exit strategies

I am an active a member of the California Association of Public Cemeteries (CAPC), California Special Districts Association (CSDA), Cemetery and Mortuary Association of California (CMAC), and International Cemetery, Cremation and Funeral Association (ICCFA).