Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Tax Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 6, 66, & 7. Life, Accident, Health, Annuity.

Education

  • Bachelors Degree in Business Administration, Sacramento State University, Sacramento, CA

Interests

    I have several interests and hobbies, which include mountain biking in Tahoe and Sedona, AZ. Road Cycling along the American River and for charitable events to raise funds for causes close to my heart. I play softball and golf, and enjoy backpacking in Yosemite, and participating in charitable half marathons. I am married to my wonderful wife Tara and we have two Labradors, Nico and Lucy. We have lived in El Dorado Hills since 2007. My wife and I enjoy introducing friends and family to the winetasting country of the Sierra Foothills of El Dorado and Amador Counties.

Community participation

Surf City AIDS Ride, September 22, 2013

Healdsburg Wine Country Half Marathon, October 26, 2013

RUN FOR COURAGE, The Race to End Human Trafficking Folsom, California, September 27th, 2014

The Aptalis CYCLE FOR LIFE, Cystic Fibrosis Foundation Sacramento, California, October 18th, 2014

The Livermore Wine Country Half Marathon, Livermore, California, March 28th, 2015

Healdsburg Wine Country Half Marathon, Healdsburg, California, October 2016

Tour de Cure Diabetes Foundation Charity Ride, Napa, California, May 7, 2017

Tour de Cure Diabetes Foundation Charity Ride, Napa, California, May 6, 2018

Awards & recognition

  • Five Star Wealth Manager, 2013-2020, 2022
  • Ameriprise Client Experience Award, 2020-2021
  • Ultimate Digital Excellence Award, 2021
  • Ameriprise Circle of Success, 2005-2008