My clients have chosen to work with me because I am loyal and committed to making a positive impact on their lives. What this means, is that I will take the time to understand your situation, personal and financial goals that are most important to you. The real benefit is that you will feel confident, and appreciated working side-by-side with a trusted advisor who provides value and clarity.
I hold a Bachelor of Science in Economics and Business Administration degree from St. Mary's College of California.
I am a fully licensed Financial Advisor and a member of Royal Alliance, Inc. I also hold the CERTIFIED FINANCIAL PLANNER™ - CFP® certification.
Today I live in Roseville with my wife Nicole. In my free time I enjoy playing golf, being outdoors, and competing in triathlons.