Advisor profile

Values Statement

Our multi-generational practice is built on a foundation of integrity, exceptional service, and transparency. We help individuals and organizations gain clarity and confidence in their financial situation. Through our ability to adapt to each client and provide a tailored personalized experience, we enable our clients to achieve their financial and personal goals.

3
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
  • Investment Management
  • Charitable Giving
  • Christian Financial Strategies

Education

  • Grand Canyon University - Bachelors of Science in Finance and Economics, 2017-2020

Awards & recognition

  • Avadi Wealth, Ameriprise Client Experience Award, 2024-2025

Community participation

Citywalk Church (Yuba City)- I serve on Sunday mornings in a variety of ways for the church including setting up/tearing down the children's classrooms, teaching in the classrooms, parking, on stage announcements, and serving at the "Next Steps" table. I also co-lead a small group on Wednesday nights.

Interests

I was born and raised in Phoenix, Arizona, and graduated from Grand Canyon University. In 2021, I relocated to the Yuba-Sutter area after getting married. As a passionate Arizona sports fan, I enjoy staying engaged with a wide range of sports. Outside of work, I cherish spending time with my wife, daughter and dog. Recently, I 've developed an interest in duck hunting and golf and am dedicated to improving in both. On Sundays, I attend services at Citywalk Church, followed by family dinner night at my in-laws' ranch in Sutter.