Your Goals and Dreams, Our Guidance

For nearly 30 years I have had the privilege of being a trusted advisor to numerous families and institutions primarily in the Sacramento area.

It never ceases to amaze me the value of a relationship.  It is the guiding principle in understanding the unique needs of every client.  I would have never imagined the gratitude I have when clients entrust me with their most important financial concerns.  My success is invested in the confidence my clients have in their financial future. 

Being part of the Johnson Aizenberg Financial Strategies Group of Wells Fargo Advisors has enhanced my ability to focus on the two pillars of a successful financial relationship - investment planning and portfolio management.  We are committed to using the latest innovations in planning but only through a successful relationship can a client’s needs and desires be interpreted.  Having a well communicated investment plan sets the course and provides the underpinnings for the next stage in the client relationship.  Portfolio management is the process of establishing and maintaining a suite of individual investments that combine to make a diversified portfolio.  Through the Private Investment Management (PIM) program at Wells Fargo Advisors, we establish and maintain professionally managed investment portfolios that are risk adjusted to each client’s objectives.  We are model based which means there is uniformity with the management of our client portfolios for which our investment strategy is always integrated and well communicated. 

I am a graduate of Saint Mary’s College of California (’94) with a B.S. in Business and Economics.  As a founding member of Johnson Aizenberg Financial Strategies Group of Wells Fargo, I am certified as a professional portfolio manager under Wells Fargo Advisor’s Private Investment Management (PIM) advisory program.  I am part of a group that shares a mission in striving for excellence with our clients. 

My charitable interests are numerous but notable efforts include previous board positions at Juvenile Diabetes Research Foundation (JDRF), WIND Youth Services, Mosaic Law Congregation and the Sacramento Triathlon Club.  I am inspired by causes that empower underserved communities and often support my Children’s charitable activities such as volunteering at the local Ronald McDonald House.

More than anything I am proud to be the Husband of my Wife and Father of my three school aged children.  I am committed to being part of their academic, athletic and civic foundations.  My Wife and I subscribe to raising our children so they can chart their own path, work to their potential, be independent and engage society with an open dialogue.  Outside of school and organized sports our Family can often be found water and snow skiing, hiking and camping and spending time with extended Family.  Perhaps our Families greatest tribute to our love for nature is our collection of early California art primarily of the impressionist era.

Every client relationship starts with a conversation to see if there is a good fit.  Our group is dedicated to clients in the accumulation, preservation, or distribution phases of their lives.  We grow our practice qualitatively and never had an interest in viewing clients as a number.   The Johnson Aizenberg Financial Strategies Group of Wells Fargo Advisors is invested in your Family. 

 

* Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory accounts are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000 although the Johnson Aizenberg Financial Strategies Group of Wells Fargo Advisors might establish a higher minimum.