Serving clients beginning in 2006, I help wealthy successful people like you simplify the process of growing wealth during your career and healthfully spending and protecting the wealth you have accumulated in retirement. Whether it's retiring comfortably, caring for your family, growing your business or giving to causes you care about – whatever it is you dream about doing in life – I will work hard to fully understand your unique story. I can create a personalized strategy that fits your needs. Then, we will partner together over the long term to help keep you on track to achieve your goals.

As a lifelong learner and listener, I keep up to date on trends, disruptive technologies, the economic weather forecast and so much more overwhelming news/information. This allows you to have the ability to hand off the noise and confusion of our financial markets and news to go enjoy the people and things you love the most.

My family of four;
-Daughter in high school who loves her phone, horses, sports, and friends.
-Son at the University of Nevada (following in Mom and Dad's footsteps) who loves painting student leadership, golf, swimming and hiking.
-My wife, a retired WCSD teacher who loves book club, music, reading in general, every animal on the planet and relaxing at home.

We love spending time with our extended family, horses and pets. We enjoy travel near and far, and love to cook and sample the foods of our comfort and travels. I am a member of the USATF and former USATF certified high school and Division I A track and field coach. Also, as a former golf teaching professional, I enjoy golfing with friends and family. We often ski together in winter and try to get out on the boat a few times in the summer. I take every opportunity to be near Tahoe or the ocean during my time off with family and friends. Serving the community is also important to me. Our family is involved in 4H, Junior Achievement, RSGM Walk a mile event, local horse rescues and other charitable endeavors.

My Focus Areas:
401(k) Options | Business Retirement Plans | College Education | Estate and Legacy Considerations | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Mutual Funds | Portfolio Review | Portfolio Strategies | Strategic Planning | Planning for Retirement | Wealth Preservation Strategies | Long-Term Care

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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