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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • UC Davis: BA History and BS Managerial Economics

Professional associations

  • Bakersfield West Rotary

Previous experience

  • Financial Advisor, CUSO Financial Services, L.P., Bakersfield, CA, 2004-2011
  • Financial Advisor, WM Financial Services, INC, Newhall, CA, 2003-2004
  • Financial Advisor, A.G. Edwards & Sons Inc, Bakersfield, CA, 2002-2003

A little about myself

I was born and raised in Bakersfield California and attended Garces Memorial High School, before attending the UC Davis. At Davis, I received a Bachelor of Science in Managerial Economics as well as a Bachelor of Arts in History. I began my career in finance, in 1998, on the floor of the Pacific Coast Options Exchange working my way up to a floor trader with a small firm in San Francisco. Upon returning to Bakersfield in 2002, I began working directly with the public as a financial advisor and find great enjoyment helping clients with their investment & financial planning. I married my wife Katie in 2007 & have a son, Cooper.

Community participation

Member of Bakersfield City School District Bond Oversight Committee

Member of Quest Club

Member of St. Francis Church

Member of Garces Foundation

Member of Boy Scout Board

Member of Rotary Board

Interests

Hiking; Photography; Camping; Fishing; Spending time with family

My photos

2 albums
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