Wayne brings more than three decades of experience to PROXY Advisory Group as a Business Owner, Wealth Coach and Financial Advisor. His expertise is in overseeing and coordinating the financial affairs of a select group of clients in the Bay Area and throughout the United States.
Wayne has a Master's Degree and has earned several industry designations, including the Chartered Financial Consultant (ChFC®) and the Tax Planning Certified Professional (TPCP®).He especially enjoys assisting Small Business Owners in developing and growing their businesses with an eye to meeting their current and future financial goals.
Wayne and his wife Vicki live in Martinez, California. Together they have four grown children and 10 grandchildren who live in Southern California, Chicago and the country of Malta. A lifelong musician, Wayne currently enjoys singing, performing and serving on the Board of Directors with a local community chorus called Chromatica Chorale based in Danville, California.