Since 1998, my staff and I have been serving families and businesses in meeting their most important financial goals. I understand that each client has unique circumstances and objectives. I incorporate these in helping clients develop long-term financial strategies. I offer complimentary consultations and portfolio reviews.

In 1982, I graduated from the University of Kansas with a Bachelor of Science degree in chemical engineering. I later continued my formal education by earning a master's degree in business administration in 1997 from Golden Gate University.

As a financial advisor, I earned the following professional designations from the College for Financial Planning: Accredited Asset Management Specialist, AAMS®, and Chartered Retirement Planning Counselor, CRPC®. 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.

I have continued my passionate community involvement, having served on various boards of directors including the Rotary Club of Elk Grove and the Elk Grove Regional Scholarship Foundation. I served as president of the Rotary Club during 2014-2015. My most passionate programs with the Rotary Club are its elementary literacy and middle school math education projects.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Volunteering
  • Camping

Office Information

Office Hours

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

Branch Team

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