Meet the Team

"I enjoy helping people. Listening to their story and figuring out a plan to incorporate their priorities and goals.“

Focus
My entire career is built on making a difference in the financial lives of my clients. My goal is to understand how they want their investments to enhance their lives so they can pursue their passions and achieve their vision for the future. I take immense pride in the close relationships I build with each person which allows me to design personalized wealth plans and investment strategies aligned with their unique needs.

Background
My educational background includes earning my Bachelors degree from San Jose State before building my experience as a Financial Advisor at Merrill Lynch and Morgan Stanley. I joined Wells Fargo Advisors in 2020.

I started my career at Wells Fargo Advisors in 2010 and take a comprehensive planning approach to incorporate strategies that include tax efficient investment strategies, liability management, trust and estate investment strategies.

Once a client plan is in place, I work side-by-side with them to answer questions, offer ongoing advice and counsel and identifying the tangible steps needed to achieve their long-term objectives.

Away from the office
I have lived in San Jose my entire life and met my wife of 30 years at San Jose State. We have three adult children. When not in the office I enjoy the outdoors, walking my dogs, bike riding, hiking and the beach. When not in San Jose my favorite vacation spots include Lake Tahoe and Kauai.

Licensing & Registrations

• Series 7 - General Securities Representative Registration

• Series 66 - Uniform Combined State Law Examination Registration

• Series 31 - Managed Futures & Commodities Registration

• WA Insurance License #1016711

• VA Insurance License #1264508

• CA Insurance License Number: 0C61447. Resident State CA

Focus
With over nine years of experience in the financial services industry, I am committed to delivering exceptional service to our clients.

Background
I hold a degree in finance from the University of North Carolina at Charlotte and have built my career at Wells Fargo Advisors, where I have held various roles across support, operations, and compliance functions.

As a Registered Client Associate, I specialize in assisting clients with a range of operational tasks, including processing money movement requests and managing account maintenance. I also take on projects such as generating ad hoc reports and developing streamlined procedures to enhance efficiency. My dedication lies in ensuring a seamless client experience through personalized attention, prompt responses, and effective problem-solving.

I am privileged to work alongside Scott Caldwell, whose professionalism I greatly admire. I find immense satisfaction in engaging with our clients, understanding their financial needs, and helping them achieve their goals.

Away from the office
Outside of my professional life, I am recently married and enjoy spending time with my wife. Together, we share a love for reading, classical music, and nurturing our collection of houseplants.