Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, Series 66


  • B.S., 2000, Chemistry, University of California, Davis

Awards & recognition

  • Five Star Wealth Manager, 2022-2023

Previous experience

  • Ameriprise Financial (Andrew Edwards & Associates), Paraplanner, April 2005 - February 2016, 11 years

Community participation

I am also an active member of our local community here in Auburn, CA serving on the Board of Directors for Gold Country Wildlife Rescue as well as serving on the planned giving committee for Sutter Auburn Faith Hospital Foundation.


Personally, I reside in Lincoln, CA after growing up a few hours south in Fremont. When I'm not working, I enjoy spending time with my wife Kelly and our three daughters Kayla, Autumn, and Isabella. In my spare time I can be found traveling with my family, working on my golf game under the California sun or coaching my daughter's youth basketball and soccer teams.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.