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
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

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