My position as a financial advisor allows me the privilege of witnessing my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.

I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from strategies of wealth transfer. I also enjoy the challenge of developing complex, high net worth strategies which often require collaboration with your other professionals such as CPAs and attorneys. Registered in several states, I am able to serve clients and their loved ones nationwide.

My personal commitment to the clients we serve is to always strive to increase my knowledge of finances, investment strategies and the overall economic environment. I achieved the additional designations of Accredited Asset Management Specialist™, AAMS™, and Chartered Retirement Planning Counselor™, CRPC™, from the College for Financial Planning.

Chico has been our home for 20 years and I have actively been involved in the local community. I am a member of Chico Sunrise Rotary where I serve through community improvement projects for local schools. As a coach for the North State Composite Mountain Bike Team, I enjoy supporting our community through youth cycling by building strong minds, bodies and character. With my position as an advisory board member for The Salvation Army of Chico, I am able to help those who are struggling the most in our community. Finally, I am a member of the board of directors for the Butte College Foundation, where I help with ensuring academic development and success for students with access to affordable education. When not working or volunteering, I enjoy spending time outdoors with my wife and our two children.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Mountain Biking
  • Outdoor Enthusiast
  • Camping
  • Community Outreach
  • Volunteering

Office Information

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