Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66

Education

  • Auburn University: Bachelors of Science, Buiness Administration, Finance 2010-2012
  • Grossmont College: Associate of Science (A.S) Business/ Managerial Economics 2006-2008

Interests

  • I love spending time with my wife, daughter (Ella Joy 7), son (Nolan 5) and our lab
  • My favorite night is family game night.
  • At Christmas, I decorate my house a little like Clark Griswold
  • My family and I love to hike and be outdoors
  • I enjoy college football
  • I am an Elder at my church
  • We are homeschooling our two kids
  • I like to cook on my Traeger grill
  • I pitched in semi-pro baseball
  • I coach my kids baseball team
  • I grew up in California
  • I enjoy exercising and running

Community participation

  • Elder at my church.

Awards & recognition

  • Ameriprise Circle of Success, 2021

Professional associations

  • Clark County Food Bank