The primary goal is to prepare clients, helping them develop and execute investment strategies to achieve their financial dreams. A fascination with economics and financial markets helped spawn my career out of college and still drives me today as an Edward Jones financial advisor. Helping people ignites my happiness and I have discovered over the years that every client has a unique direction that should be addressed with personalized care. Convenience, collaboration and responsiveness are hallmarks of our service. We will invest for you like we do with our closest friends and family and always employing courage, temperance, justice and wisdom.

Born and raised in Southern California, I was raised by educators who instilled in me an unwavering appreciation for lifetime learning. My wife has been teaching elementary and middle school in Reno and Sparks, Nevada for over 15 years and our three children have earned or are currently pursuing college degrees. We have loved living in the area since 2001 and grateful for the many outdoor activities that the area offers: running (you can find me on the trail snow or shine), hiking, alpine and Nordic skiing, all while deeply admiring and appreciating the spectacular scenery of lakes, streams, stars and mountains in the Sierra.

A lifelong student of the game, I have held the CFP® certification since 2010, increasing my investment acumen to improve clients' experiences. Partnering for positive impact, we do our very best to improve lives of our clients and colleagues and together we better our community and society. Our mission is to partner with you and your family to help organize, manage, protect and transfer your assets while navigating the financial markets, government regulations and complex investment, retirement, distribution, education, gifting and estate considerations decisions that you will face. My door is always open on Donner Pass Road in West Truckee. Let me make a difference for you.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Skiing
  • Outdoor Enthusiast

Office Information

Mailing Address

Po Box 2891 Truckee, CA 96160

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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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