MY MOTIVATION:

Throughout my childhood, I watched my parents work extremely hard to set and accomplish their goals and I now recognize what a true blessing this was. My father was a financial advisor who taught me that hard work, dedication, compassion and the sincere desire to help others will lead to success in your life's endeavors. These lessons helped guide me in becoming a financial advisor and created a passion within in me to help others achieve their most important financial goals.

YOUR TEAM:

When you work with us, we work as your team. Your professional team includes senior branch office administrator, Kathy Speer. Kathy has a combined 30 years of banking and financial accounting background. Kathy has worked with me for the past 10 years and is a specialist in client service excellence. We also partner with your tax and legal professionals to help ensure challenges and goals are met.

OUR PROCESS:

We use an established consultative 5-step process that starts with identifying where you are today and where you would like to be in the future. Our clients entrust us with the most intimate financial and personal details of their lives so that we can better serve them and to help identify solutions to achieve their most important financial goals.

OUTSIDE THE OFFICE:

When outside the office, I enjoy spending time with my amazing wife, Lisa, and our three children. With a deep love for the game of baseball, a sport I spent many years playing, I now enjoy coaching the game in my home town on the fields where I grew up here in Rocklin. I find nothing better than watching kids laugh and learn the game while working hard to get better. When I get the chance to step away you can find me on the local rivers and lakes fishing with my friends and family or just enjoying the great outdoors. When at home my wife and I love entertaining friends and family with good BBQ and good times.

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Fishing
  • Outdoor Enthusiast
  • Traveling

Office Information

Office Address

4275 Rocklin Rd Suite A Rocklin, CA 95677

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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