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
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies

Qualifications

  • FINRA Securities Licenses: 7, 9, 10, 63, 65

Education

  • American River College, AA, 1975
  • CSU Sacramento, BS Business Administation - 1977

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2019, 2022 - 2023
  • Ameriprise Circle of Success, 2019 - 2021

Previous experience

  • Assistant Branch Manager, 1990-1995, 2005-2008
  • Resident Branch Manager, 1995-2000
  • Branch Manager, 2008-2012

Community participation

  • Carmichael Little League / Past Treasurer & Coach for 23 years
  • Junior Achievement - Project Business / Former Instructor
  • Special Olympics, Northern California / Tennis Skills Coach 2018

Interests

  • Men's Senior Baseball League Baseball
  • Hiking
  • Coin Collecting
  • Chess
  • Studying History