Listening and establishing trust is essential to helping clients navigate to, through, and beyond retirement. Together we will develop your plan, track its progress, and adjust as necessary for both planned and unplanned events in your life.
As your advisor, I provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, and lending solutions. I will also collaborate with your other trusted advisors to implement and execute your plan. Such collaboration simplifies your financial situation and helps ensure that your objectives are considered in an efficient and effective manner.
Prior to joining Wells Fargo Advisors, I specialized in working with Business Owners, Senior Level Executives and Professionals as a Financial Advisor at Bank of America Investments, Inc. I earned my bachelor’s degree in Communications from California State University, Fresno. In 2018, I earned the Certified Private Wealth Advisor® (CPWA®) certification; an advanced professional certification for advisors who address the sophisticated needs of high-net-worth clients. And in 2021, I earned the Certified Investment Management Analyst® (CIMA®) certification, specializing in investment management consulting.
My wife and I reside in Carlsbad, CA with our three daughters, Alexis, Sydney, and Whitney. We enjoy taking family trips and spending time together.
In my spare time, I enjoy exercising, playing golf, and exploring wine’s. I am an avid supporter of Fresno State University athletic programs and a member of the Bulldog Foundation.
California Insurance License: 0762066
Resident State: CA
