The right financial advice prepares you for life’s expected and unexpected moments. When you work with me, you’ll receive 1:1 financial advice tailored to your goals, personalized recommendations for a diversified portfolio, and strategies to protect against uncertainty. We’ll hold regular meetings to review your progress, and you’ll have anytime access to your investments and digital tools to stay on track. To begin, I offer a complimentary initial consultation.

With 23 years of experience, my focus areas include retirement planning, wealth preservation, tax strategies, estate planning, small business solutions, charitable giving, and executive compensation. I hold numerous certifications, including CFP® CERTIFIED FINANCIAL PLANNER™, ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®, among others. Additionally, I’m licensed in securities as well as life and health insurance. I earned a Bachelor of Science in Business Administration from California State University at Chico.

My work has been recognized by Forbes as part of the AIM Wealth Advisory Group’s Best-in-State Wealth Management Teams (2023-2025) and through the Ameriprise Client Experience Award (2020-2024). I’m also a member of the Financial Planning Association.

Outside of work, I volunteer with Progression Athletics International, helping organize sports clinics for at-risk youth, fostering life skills through sports. I enjoy coaching youth and high school basketball, exploring the Pacific Northwest with family and friends, and spending quality time with my wife and children.