Advisor profile


My approach

My bottom line is helping people.

I believe your financial goals are bigger than budgets and balance sheets. Your goals reflect the larger story you write in the daily pursuit of your dreams, values, and passions.

I believe that investing and financial planning are best when shaped by your story. It’s my joy to help people like you- individuals, families and business owners, gain confidence as you strive towards the significant milestones of life with those you love.

My bottom line is helping you write a great story and achieve what matters most.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Family Finances
  • Wealth Preservation Strategies
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • B.A., Christian Leadership, Patten University, Oakland, California

Interests

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

My previous work as a pastor strengthened both my desire and skillset to serve others. Becoming a financial advisor was born from a longing to be in a business where I could continue to help people!

Community participation

Food Bank of Contra Costa & Solano, 2019-2020. Sort and distribute food. I've enjoyed serving with this great organization!

Mission Church/Mission Youth. Volunteer alongside other leaders to work with and serve middle school and high school students.

Upward Sports: Assistant Basketball Coach, 2020-22 Seasons. So much fun watching these players grow each season!

Teen Esteem: Classroom presenter, 2015-2017. Presented in high school and middle school classrooms on the consequences of high risk choices and high risk behaviors. Such a great experience and truly one of the most rewarding things I've done.

Professional associations

  • Member, Christian Financial Advisor Network