Advisor profile

Helping people is what I do.

Your financial goals can be more than just budgets and balance sheets. They reflect the larger story you write daily as you live out your passions, values, and dreams.

Investing and financial planning can be brought to life when shaped by your story. It’s my joy to help people like you – individuals, families, and business owners, build more confidence as you pursue the life you want to enjoy alongside those you care about.

Helping you write a story that matters most to you, is what matters most to me.

“The best way to predict your future is to create it.”


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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Investment Management
  • Business Retirement Plans


  • FINRA Series 7 Licensed
  • FINRA Series 66 Licensed
  • CA Insurance License #OM35139


  • B.A., Theology & Leadership, Patten University, Oakland, California

Professional associations

  • Member, Christian Financial Advisor Network

Community participation

Food Bank of Contra Costa & Solano: 2019-20. Sort & distribute food with a great organization!

Mission Church: 2019-Present. Volunteer work with youth groups for middle school and high school students.

Upward Sports: Assistant Basketball Coach, 2020-23 Seasons.

Homeless Action Coalition: 2022. Provide cash flow counseling to people transitioning out of homelessness.

Teen Esteem: Classroom presenter, 2015-17. Presented in high school and middle school classrooms on the consequences of high-risk choices and behaviors.


I grew up in the East Bay Area where my wife and I continue to live raising our two daughters. We love being active, following Bay Area sports, and frequenting the Lake Tahoe region. At home we enjoy caring for our garden in addition to our dog, cat, rabbits and chickens.

Faith and family are my highest priorities. I love to read books of all kinds and love being outdoors fishing, surfing, camping or hiking.