Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CMFA® Certified Military Financial Advisor®
  • Series 6, 7, 63, 66, 24 and Nevada Insurance
  • California Insurance License # 0D05044
  • Certified Military Financial Advisor

Education

  • University of Nevada, Las Vegas 1991 Bachelor of Fine Arts, Criminal Justice

Previous experience

  • TRICOR FINANCIAL, LLC, 2009-2015
  • ROYAL ALLIANCE ASSOCIATES, INC, 2000-2009
  • SECURITIES AMERICA, INC, 1999-2000
  • DELTA EQUITY SERVICES CORPORATION, 1997-1999

Community participation

I am a longtime supporter of the Wounded Warrior Project and the great help they provide to so many heroes who need our support. I also support St. Jude's Ranch for Children to help provide solutions and hope for those who are in need.

Interests

I was born the son of an U.S. Air Force pilot and have lived in many parts of the country. Today I have three young children along with a great wife, Sydney and am heavily involved in their lives. My boys are active in baseball and most recently my young 8 year old son and his team won a National Championship in club baseball - such an awesome experience. My Daughter plays the piano, volleyball and loves making a mess everywhere she goes. When I have a break from family activities I can be often found on the golf course at TPC Summerlin or supporting the University of Michigan in some way (hence our family dog is named Blue).