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
41
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

Previous experience

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

Personalized Advice That 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

  • 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.