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
  • Investments
  • Retirement Planning Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 66 License

Education

  • Ministerial Arts Degree, Northwest University , Sacramento, CA

Interests

In this spare time, he enjoys hiking, running, obstacle racing and volunteering in the community (sorting food pantries, bell ringing for the Salvation Army etc.)He has been married to his wife Kimberly for 35 years. Together they raised 3 amazing children and have 2 incredible new grand kids.

Community participation

Volunteer at Saturday: 2008 -Present

Red Cross: Blood Donor