I have nearly two decades of experience in the financial services industry and hold three advanced designations to help me provide my clients with expert advice and personalized solutions. I collaborate closely with my clients and their extended families to navigate the complexities of legacy planning. My goal is not only to provide you with financial solutions but to provide you a partner to navigate your unique situations. By doing so it will provide you and your family with peace of mind knowing you are prepared for the road ahead.

My wife Cynthia and I live in Elk Grove, CA with our children, David, Amelia, Sophia and Cataleya along with our English Bulldog Walter. I believe the biggest gift a person can provide is time and support which is why I participate in several civic and community organizations as well as coaching and educating the youth through youth sports.

My Community Involvement

• Laguna Sunrise Rotary
• Cosumnes Oaks High School Football Coach
• Cosumnes Service District Youth Soccer Coach
• Cosumnes Service District Youth NFL Flag Football Coach
• Next Level Sports Youth NFL Flag Football Coach
• Elk Grove Girls Softball Coach