My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

I enjoy many outside activities, golf, yard, boating, etc. I grew up in the country outside Lodi & use to run a small vineyard & have an extensive construction & Real Estate background & have build several custom homes. I did numerous years of competitive swimming & water polo & loved riding dirt bikes when I was young.

My wife Debbie and I enjoy the shores from the ocean to Lake Tahoe and the cuisine in between.

We also enjoy spending time with our fast growing wonderful boys Cedar William and Luke Edward.

Community Participation

I enjoy working with my boys teaching important skills and qualities in life and helping out with other kids who are involved in the same sports as my boys.

For 12 years from 2001-2013 I served as the Handicap Chairman on the board at a local Golf Men's Club.

24
Years of Experience ?

Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

  • University of Nevada, 1993 Bachelor of Science in Busines Administration Finance/Economics

Previous Experience

  • 1994-1996, Financial Planning Paraplanner, Lodi, CA, 2 years