Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

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


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


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