Since 2004, my staff and I have been assisting select families and businesses in meeting their most important financial goals. I understand that each client has a unique set of circumstances and objectives, which I incorporate into knowledgeable, long-term investment strategies. I provide initial complimentary consultations without obligation.

I graduated from New Mexico State University in 1987 with a Bachelor of Science degree in mechanical engineering. Later, I continued my formal education by earning a master's degree in business administration in 1998 from the University of New Mexico.

Work Experience:
• 2004 - Present: Edward Jones, CA
• 1997 - 2004: Intel Corporation, CA
• 1993 - 1997: McDonnel Douglas, Kennedy Space Center, FL
• 1987 - 1993: Westinghouse Corporation, TX

Professional Licenses:
• Securities Licenses: Series 7, 63, 65
• Accredited Asset Management Specialist designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Community Involvement:
•The Active 20/30 Club of Sacramento, No. 1
• Fair Oaks Chamber of Commerce
• Rancho Cordova Chamber of Commerce
• Orangevale Rotary International
• BNI International
• Intel Toastmasters

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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