Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AIF® Accredited Investment Fiduciary®
  • FINRA Series 7, Series 63
  • California Insurance License #0818320

Education

  • California State University, Sacramento
  • BS, Business Administration, 1990 Concentration in Finance and Economics

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023-2024
  • Five Star Wealth Manager, 2017-2024
  • Ameriprise Circle of Success, 2003-2022
  • Ameriprise Chairman's Advisory Council, 2007 - 2022
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Diamond Ring Club, 2006

Community participation

  • UCP of Greater Sacramento
  • Wildlife Care Association
  • Kauai Bee Team
  • Toys for Tots
  • Placer Food Bank

Interests

When I am not on the golf course or traveling, I enjoy spending time with my beautiful wife Christine and my two wonderful children Noah and Faith. Christine and I also spend our time volunteering with the Wildlife Care Association, caring for and fostering local wildlife in our home.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.