I am originally from Lafayette, CA and moved to the Sacramento area in 2000 to escape the Bay Area traffic and to be closer to my nieces and nephews with my sister and her husband.

Sacramento is a convenient location for all my outdoor activities. In my spare time, you can find me outside trail running, mountain biking, playing golf, snowshoeing, fishing and camping, with my dogs or volunteering on projects with Habitat for Humanity for greater Sacramento.

Helping clients establish and chart a path for their financial goals has long been a passion of mine. I have worked with business owners and their employees in establishing personal financial strategies by first getting to know what is important to them. Clients always appreciate when I spend time to get to know them and learn about their goals and dreams prior to providing a tailored financial solution.

When clients have questions about investing, I often draw upon my past experiences working for a family business for over 25 years; in addition to my studies in business and economics from St. Mary's College in Moraga, CA. Having the in-depth real-world knowledge of how our economy works and ties to our investments has helped me with my own investments for over 30 years.

Often, I receive referrals from existing clients to analyze investment portfolios for their friends, families or business partners. Drawing from by business background, I focus on many factors including performance and risk, as well as expenses an investor is paying for their investments. My challenge is to educate about investing. When someone I am working with says "I get it now," or " no one has ever explained that to me," I know I am making a positive impact in the lives of my clients and my future clients.

My branch office administrator, Brianna Hernandez, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with any questions.

Focus areas

  • Retirement Income Strategies
  • Employee Stock Options
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Outdoor Enthusiast
  • Volunteering
  • Animal Rescue
  • Hiking
  • Mountain Biking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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