Advisor profile

My approach

At Fulcrum Wealth Management Group, you’re supported by a team of professionals, dedicated to the highest levels of client service. Our process is built on integrity, investment knowledge and attention to detail.

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you. The personalized financial advice and planning I offer can help you prepare for the expected and unexpected. As a result, you can feel more confident, connected and in control of your financial life.

Areas of focus

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


  • CPWA® Certified Private Wealth Advisor® professional
  • APMA® Accredited Portfolio Management Advisor℠


  • University of California, Hastings College of the Law -- J.D. 2010
  • University of Washington, Foster School of Business -- B.A. Business Administration - Finance 2007


  • Backcountry Skiing
  • Hunting & Fishing
  • Golfing
  • Coaching Little League Baseball
  • Washington Huskies Football
  • Nevada Wolf Pack Basketball
  • Exploring the Nevada Outdoors

Community participation

Northern Nevada Community Housing Resources Board

  • Board President
  • NNCHRB develops, builds, and manages affordable housing coupled with supportive services for low-income clientele in our local community.

Step 1, Inc.

  • Board Member
  • The mission of Step 1, Inc. is: “Serving the community by providing transitional housing and supportive services to adult men who have been diagnosed with a substance use disorder and who seek to reenter society as self-sufficient, responsible fathers, individuals and citizens.”

Reno National Little League

  • Treasurer & Board Member

Previous experience

  • Financial Advisor, Morgan Stanley Wealth Management -- Reno, NV, July 2013 - October 2016
  • Sales Representative, Liberty Mutual Insurance -- Reno, NV, February 2012 - June 2013