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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Investment Management
  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Charitable Giving
  • Intergenerational Planning

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 6, Series 7, Series 63, Series 65
  • California Insurance License #0G94020

Awards & recognition

  • Five Star Wealth Manager, 2022-2024

Previous experience

  • Regional Sales Consultant, RiverSource, Portland, OR, 2011-2015
  • Regional Vice President, MetLife, Portland, OR, 2004-2011

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive

Interests

I enjoy golf, basketball, fly fishing and the outdoors. My boys are in college, and I stay involved in their lives. My wife & I enjoy exploring food and wine from all corners of the world and always have travel plans to interesting destinations, whether it be months or years away.