MY MOTIVATION
I recall vividly my first career – I was 10, sat in the passenger seat of my brother's car, and tossed papers to nearly 300 clients every day. In bringing the news to households in my town I learned the value in serving others. In college I began coaching swimming and found tremendous joy in helping others. I transitioned from my collegiate swimming career to helping high school swimmers pursue their goals and develop skills to succeed. I bring this same passion to helping my clients achieve their unique financial goals.

YOUR TEAM
When you work with us, your professional team also includes thousands of people and advanced technology supporting our office . We also partner with your tax and legal professionals to help ensure your goals are met.

OUR PROCESS
Should we decide that we are a good fit, I’ll take the time to understand what’s important to you. I’ll walk you through an established process, and I'll be with you through the different phases of your life. I help my clients prepare for and live through key phases in life, help ensure loved ones are taken care of, save for education and pass on your values with your wealth.

BACKGROUND
I earned a B.S. from UC Berkeley and MBA from St. Mary's College of California. After completing my degree at Cal, I embarked on a career at Pacific Bell in sales, finance and corporate development. I became CFO for an IT firm, delivering IBM solutions throughout the U.S. These careers honed the skills that enable me to serve my clients effectively today at Edward Jones.

INTERESTS
I enjoy spending time with my wife, Suzie, and our three children. We enjoy game nights, walks with our dogs, Marlee and Nala, family trips and a variety of activities in the area. Also, I continue to coach swimming, at Ponderosa High, helping young adults in our community attain their goals and develop skills for success.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Intergenerational Planning
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Coaching Sports
  • Cooking
  • Swimming
  • Skiing
  • Real Estate

Office Information

Office Address

3108 Ponte Morino Dr Ste 150 Cameron Park, CA 95682

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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