Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor's Degree, Business Administration, UNR
  • Associate Degree, Business Administration, Merced Community College, Merced, CA

Interests

I enjoy playing golf, baseball, camping, fishing, traveling & spending time with my wife & 3 children.

Professional associations

  • Financial Planning Association
  • MDRT

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc., 2000 to Present
  • Financial Advisor, PaineWebber, Las Vegas, 1999-2000
  • Supervisor, Mercury Aviation, Reno, NV, 1993-1999