As a young child, I first became interested in the investment world while bonding with my father who taught me the true meaning behind the stock market page in the Santa Maria Times… Owning quality investments to help achieve lifelong dreams.

I work with individuals, families and business owners committed to their retirements and transferring their wealth in an increasingly complex and volatile investment environment and who want to live comfortably and create a meaningful legacy following Edward Jones' client-first perspective.

For 20-plus-years, I have focused on what's important to you, the long-term investor. Utilizing a well-established 5-step process to clearly articulate goals and objectives, I will partner with you to help keep you on track. I hold the Certified Financial Planner™ (CFP®)* and Chartered Financial Consultant® professional designations as part of my quest to deeply serve investors, business owners, blended families and families with special needs.

My wife and I live in Rocklin, California where we spend time enjoying the diverse qualities of South Placer County. Two kids and five grandchildren keep us busy hiking, camping and enjoying the great outdoors. Growing up in the Pismo Beach area, I learned the value of proper preparation while surfing the Pacific Ocean. Now, more than a couple years removed from that period, I spend my limited leisure time golfing and preparing our kids for their future.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances
  • Intergenerational Planning
  • Portfolio Reviews
  • Special Needs Financial Considerations

My Personal Interests

  • Aviation
  • Camping
  • Golfing
  • Outdoor Enthusiast
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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