As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.
I hold a Bachelor of Science Degree in Business Administration from California State University Sacramento.
I am a fully licensed Financial Advisor and a member of Royal Alliance, Inc.
My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me.
I live in Loomis, CA with my wife, Dana, my daughters, Aubrey and Carly, and my son Keith.