Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
24
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

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