- Graduate, Cal Poly, SLO
- Retirement planning services since 1990
- Investment Advisory services since 1995
- Securities registrations include series 6, 63, 65, 22, and 31.
- Insurance licensed in California and Washington.
- Accredited Investment Fiduciary® (AIF)
Why I'm a Financial Advisor
I like to empower others with the opportunity to understand and achieve their ultimate aspirations. I value integrity above all else, and chose the life of a financial advisor because I wanted a meaningful career that allows me to be of invaluable service to others. For more than twenty five years this vision has allowed me to build rewarding long-term relationships with many clients. Relationships founded upon honesty, integrity, and well earned trust.
A Mission Of Excellence & Empowerment
I learned early in my career that good advisors meet minimum standards of care required by law while great advisors exceed them. In my experience the distinction between good and great relates to an advisor's commitment to clients' best interests. Throughout my career I have striven to demonstrate professional excellence and distinguish my innovative services through client education and empowerment. By empowering investors through continuous education my clients more fully understand their interests, value excellence, and become Next Level Investors.
I grew up in the Ferndale, California area. After graduating from Cal Poly SLO in 1990 I moved to the Seattle area, married my college sweetheart, and started a financial services practice. In 2004, my family returned to Northern California in order to centralize a growing west coast practice. My wife, Heidi and I have two grown children, Connor and Rowan.
I am an active member of Rotary and Masons. I served as a Board member of Redding Youth Lacrosse and University Preparatory School Board. At U-Prep I originated the PTO and served as Director of Leadership U-Prep for more than five years. I received a Paul Harris Fellow from Rotary International, and have been recognized as a Community Builder by Redding West Rotary for many years of work with local youth.