Advisor profile


Our Approach

We believe in helping people reach their short-and-long term financial goals by providing a professional and personable service. Through our ability to adapt to each client and tailor their experience we can guide them through difficult life situations and celebrate memorable milestones. This insight enables us to help clients prepare for the expected and unexpected while developing a diversified portfolio that aligns with their risk tolerance, goals and values. Typically, our clients desire to prepare and plan for the future, and we work to help them by providing a personal and goal driven experience. Our greatest passion is helping each client feel more confident, connected and in control of their financial life.

9
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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Paraplanner and Operations Director, Ameriprise Financial, 2012-2021, Roseville, CA

Community participation

We have teamed up with Placer Food Bank to continue the fight to end hunger in Placer County. Members of our team, along with clients, family, and friends spend time sorting, stocking, and packing goods for local families in need. Our volunteer events run quarterly, please reach out if you are interested in joining us.

Interests

First and Foremost, family is at my core. Raising two young girls with my beautiful wife is a blessing. My wife has been teaching at a charter school in Auburn for 8 years now. As a family, we love finding new spots for coffee in Lincoln and we always make time in the summer to unplug and go camping in Tahoe. I enjoy getting out to exercise, whether it be through men's slow-pitch softball, golf, or just taking a run. I also love to spend time on the weekends cooking or baking at home. My days and heart are always full helping those I care about reach their goals and dreams.