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
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


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


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

Awards & recognition

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

Personalized Advice Thats Fits Your Portfolio

A financial planning strategy is only right if it’s right for your needs. At WGG Wealth Partners, we take the time to get to know you and your unique goals.

Through personalized advice, regular meetings, and progress tracking digital tools, we’ll help you make the most of today and still be prepared for tomorrow.

Community participation

  • Eureka Schools Foundation
  • UCP of Greater Sacramento
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive


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.