I was born and raised in Yolo County and this is where I strategically chose to build my business. I grew up with the small town atmosphere and I love being active in my community today. Family has always been the most important and influential factor in my life. My parents raised myself and my three siblings to be honorable, trustworthy, compassionate, and thoughtful individuals. My parents and my grandparents have provided the framework of how hard-work, loyalty and love is the key to success in life. I have always strived to immolate my parents for two completely different reasons. My Dad built a very successful CPA partnership and was especially well known for always doing the right thing for his clients (I have very big shoes to fill here, but I am up to the challenge). My Mom made the decision to stay at home and raise her children and I am so very thankful for all the love and lessons learned on how to treat others with compassion and grace that my Mom exemplified.
I always knew growing up I had a higher purpose than just a steady career and family. My passion and mission is always to help others and to give back to those in need. I feel that is why I was drawn to be a Rotarian and give back to my local community whenever and however I can. I have served as a recent past president for my Rotary club and truly love all the community based projects we have participated in and have set up for the near future as well.
My goal as a financial advisor is to make sure I fully understand what is truly important to my clients. We use our established process to create a personalized financial strategy to help you achieve all of your goals. We will partner together to work through all of the stages in your life and continue to review our strategies to help keep you on track.
Outside of the office you can find me spending quality time with my wife and two kids, playing golf, fly-fishing or simply enjoying the great outdoors.
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