As an Edward Jones financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, I believe it is important to invest my time to understand what's most important to you and your unique financial goals in order to help you achieve financial security. I use an established process to help you achieve your goals. Working closely with you, your CPA, attorney and other professionals, I will help develop long-term investment strategies tailored for you and your family's long-term goals. We will partner together throughout your life to help keep you on track.

My education includes an M.B.A., graduating magna cum laude from the University of Phoenix, and a Bachelor of Science with honors from Wayne State College, where I participated on the men's basketball and track and field teams.

In addition to my formal degrees, I earned the CFP®, ChFC®, CRPC™ and AAMS™ professional certifications. I am licensed to provide life insurance, annuities and long-term care products.

My lovely wife, Becky, and I are proud parents of Brayden (12), Madison (11), Hudson (8) and "Cali", our new Aussie Golden Doodle puppy. I grew up on a farm near Newcastle, NE, and have lived in the Roseville and Rocklin area since 2006.

I have been active in serving our community through volunteering with Whitney Hustlin Junior Wildcats, Whitney Ranch Business Professionals Group, Letip International, South Placer Estate Planning Council, Habitat for Humanity and as a member of the Knights of Columbus. Outside of the office, I enjoy coaching my kid's basketball teams and teaching them the value of participating and contributing to the community.

Jennifer, my branch office administrator, and I are dedicated to providing you with a highly personalized level of service, including flexible and convenient meeting schedules.

All aspects of our business are aligned to help us better understand and meet our clients' unique financial needs and goals.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Scuba Diving
  • Hunting
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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