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

  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans

Education

  • Citrus College (2002) A.S. Biological Sciences

Interests

My wife and I enjoy spending our time with our children in the great outdoors. One of my favorite activities is fresh water fishing, prospecting for gold, and taking long walks or hikes in our local parks and mountains. Although I'm currently not a workout buff, I enjoy swimming, long board skate, and golf occasionally. Favorite sports to watch and play are baseball and football(Soccer). On Sunday's we are actively raising our children in our church, where my wife actively serves in our children's ministry. One day I hope to own an orchard farm. I have recently found an affinity towards agriculture and how vital it is to our daily living.

Community participation

Our family participates in the annual ''Operation Christmas Child'' campaign by Samaritan's Purse

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Financial Advisor, Ameriprise Financial (2012- present), Advisor Assistant, Wells Fargo Advisors (2010-2012)