My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • I enjoy travel, cooking, gardening, and history.
  • I like to watch independent movies and documentaries.
  • I am a big fan of baseball (SF Giants) and football (SF 49ers).
  • I embrace Environmental and Social Guidance factors in my clients' investment portfolios (Socially Responsible Investments).
  • I enjoy spending time with my wife and 2 children.

Community Participation

American Red Cross Bay Area Chapter

Angel Island Immigration Station Foundation

Happy Hollow Foundation

The Human Rights Campaign

Second Harvest Food Bank of Santa Clara County

Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Charitable Giving
  • Saving for Education
  • Education Planning
  • Domestic Partner Planning

Experience

15

Education

  • BS Agricultural Business, Cal Poly San Luis Obispo 1999

My Photos Show Thumbnails

Myself and my mentor, Carl Langdon. Thank you Carl for being a friend, you are missed by all who knew you.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.