Advisor profile


What you can expect when you work with me

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.

Get started
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Family Finances
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Christian Financial Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®

Education

  • B.S. Business Administration with emphasis in Finance, CSU Fresno

Community participation

Interests

I enjoy spending time with family & friends, trail running, traveling, watching sports and going on hikes with my wife and our two fur children. My wife, Bella, and I met at Buchanan High School and have been together ever since. We spend out time visiting local coffee shops and serving at our church.