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).