My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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

My Videos(2 videos)