Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Insurance
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Intergenerational Planning
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Education

  • Bachelor of Science, University of Wisconsin-Milwaukee 1976-1978

Interests

I enjoy golf and the outdoors, basketball and soccer. My teenage boys keep me active and involved in their lives and my wife & I enjoy exploring food and wine from all corners of the world.

Community participation

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

Professional associations

  • South Placer Estate Planning Council
  • Sacramento Estate Planning Council

Previous experience

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

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.