Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series7, Series 63, Series 65. CA Life and Health Insurance.

Education

  • Bachelor of Arts in Political Science from UCLA (1987)
  • Bachelor of Arts in History from UCLA (1987)

Interests

When not working I look forward to spending time with my wife and family and staying active in our unique community nestled here in the Sierra foothills. My recreational activities include hiking, skiing, golfing, mountain biking, practicing yoga, and gardening. I enjoy traveling, and I'm a fan of a wide variety of music and literature.

Community participation

Board Member of The Hillmen Foundation

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022

Previous experience

  • Financial Advisor Vice President, Wells Fargo Advisors, 2005-2015
  • Financial Advisor, Morgan Stanley, 1997-2005
  • Educator - High school teacher and coach, Bear River High School, 1991-1997
  • California Teaching Credential from San Francisco State University, 1990