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
34
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, 2023-2025
  • Barron’s Top 1,200 Financial Advisors, 2025
  • Barron’s Top 100 Independent Financial Advisors, 2024
  • Five Star Wealth Manager, 2017-2025
  • Ameriprise Circle of Success, 2003-2022
  • Ameriprise Chairman's Advisory Council, 2007 - 2022
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Diamond Ring Club, 2006

Honored to be recognized in Barron's

My team and I are committed to helping our clients achieve their financial goals with more confidence, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2025 Top 1,200 Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

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.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.