Growing up on my family’s cattle ranch in eastern Oklahoma, I began working at a young age. I learned many character-building lessons including how to work hard, doing tasks right the first time, the value of a dollar, being helpful to your neighbors and always keeping your word. My grandmother was a savvy investor and at an early age, she introduced me to the investment section in our local paper. I was hooked! I loved researching companies and tracking their performance with the stock tables. In order to encourage me and introduce me to a new potential career path, my grandmother arranged an introduction for me to meet her financial advisor. In that meeting, I could see how to take a passion and make a profession in advising others on their goals and investments.

Oklahoma Baptist University is where I met my wife, Christine, and also earned a bachelor’s degree in business administration. While gaining work experience, I earned a master's degree in business and graduated in 2005. In 2006, I began my career as a financial advisor with Edward Jones in Roseville.

My wife, Christine, and I have two adult daughters, Ashley and Emily. For fun, we enjoy walking our dog, Sammy, traveling, Topgolf, attending Bayside church and volunteering as a Placer County Court Appointed Special Advocate (CASA).

Our branch team has two senior branch office administrators, Bri Dasaro and Natalie Kalinyuk, each with over 15 years of experience. We are passionate about understanding what is important to our clients. Using an established process, I build personalized strategies to help you reach your goals and partner together throughout your life to help keep you on track.

If you would like to discuss your financial goals, contact me and we can sit down in a complimentary setting to review your financial strategy. One of my favorite quotes is “The journey of a thousand miles begins with a single step.” Are you ready to start your journey? Let’s talk.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Pets
  • Genealogy
  • Golfing
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More